Trek Financial’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
Q1 | – | Sell |
-7,269
| Closed | -$674K | – | 107 |
|
|
2019
Q4 | $674K | Sell |
7,269
-17,980
| -71% | -$1.67M | 0.11% | 50 |
|
|
2019
Q3 | $2.23M | Buy |
25,249
+4,460
| +21% | +$394K | 0.32% | 35 |
|
|
2019
Q2 | $1.82M | Sell |
20,789
-4,743
| -19% | -$415K | 0.31% | 38 |
|
|
2019
Q1 | $2.22M | Sell |
25,532
-3,642
| -12% | -$317K | 0.4% | 34 |
|
|
2018
Q4 | $2.18M | Buy |
+29,174
| New | +$2.18M | 0.42% | 27 |
|