TIA
Traphagen Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,494
| Closed | -$360K | – | 144 |
|
|
2022
Q3 | $360K | Buy |
+4,494
| New | +$360K | 0.07% | 87 |
|
|
2020
Q2 | – | Sell |
-9,519
| Closed | -$665K | – | 133 |
|
|
2020
Q1 | $665K | Sell |
9,519
-51
| -0.5% | -$3.56K | 0.18% | 46 |
|
|
2019
Q4 | $888K | Sell |
9,570
-207
| -2% | -$19.2K | 0.21% | 42 |
|
|
2019
Q3 | $912K | Hold |
9,777
| – | – | 0.24% | 39 |
|
|
2019
Q2 | $855K | Sell |
9,777
-303
| -3% | -$26.5K | 0.23% | 39 |
|
|
2019
Q1 | $876K | Buy |
+10,080
| New | +$876K | 0.25% | 38 |
|