Transparent Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $309K | Buy |
3,716
+7
| +0.2% | +$581 | 0.23% | 28 |
|
|
2022
Q4 | $306K | Buy |
3,709
+10
| +0.3% | +$825 | 0.24% | 26 |
|
|
2022
Q3 | $297K | Buy |
3,699
+8
| +0.2% | +$642 | 0.25% | 24 |
|
|
2022
Q2 | $336K | Buy |
+3,691
| New | +$336K | 0.3% | 22 |
|
|
2022
Q1 | – | Sell |
-3,977
| Closed | -$461K | – | 58 |
|
|
2021
Q4 | $461K | Buy |
+3,977
| New | +$461K | 0.35% | 20 |
|