TPG Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,650
| Closed | -$255K | – | 49 |
|
|
2020
Q1 | $255K | Sell |
3,650
-1,064
| -23% | -$74.3K | 0.25% | 37 |
|
|
2019
Q4 | $437K | Buy |
4,714
+343
| +8% | +$31.8K | 0.36% | 34 |
|
|
2019
Q3 | $408K | Buy |
4,371
+359
| +9% | +$33.5K | 0.37% | 33 |
|
|
2019
Q2 | $361K | Buy |
4,012
+435
| +12% | +$39.1K | 0.33% | 33 |
|
|
2019
Q1 | $311K | Buy |
3,577
+6
| +0.2% | +$522 | 0.3% | 33 |
|
|
2018
Q4 | $266K | Buy |
+3,571
| New | +$266K | 0.29% | 35 |
|