Trifecta Capital 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
2023
Q2
Sell
-7,972
Closed -$662K 430
2023
Q1
$662K Sell
7,972
-606
-7% -$50.3K 0.23% 63
2022
Q4
$708K Buy
+8,578
New +$708K 0.28% 64