TLFA
True Link Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,851
| Closed | -$237K | – | 123 |
|
|
2023
Q1 | $237K | Sell |
2,851
-460
| -14% | -$38.2K | 0.03% | 114 |
|
|
2022
Q4 | $273K | Sell |
3,311
-15,078
| -82% | -$1.24M | 0.04% | 109 |
|
|
2022
Q3 | $1.47M | Sell |
18,389
-445
| -2% | -$35.7K | 0.21% | 42 |
|
|
2022
Q2 | $1.72M | Sell |
18,834
-3,903
| -17% | -$356K | 0.26% | 39 |
|
|
2022
Q1 | $2.46M | Buy |
22,737
+22,529
| +10,831% | +$2.44M | 0.36% | 25 |
|
|
2021
Q4 | $24K | Sell |
208
-43
| -17% | -$4.96K | ﹤0.01% | 554 |
|
|
2021
Q3 | $26K | Hold |
251
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $26K | Sell |
251
-513
| -67% | -$53.1K | ﹤0.01% | 483 |
|
|
2021
Q1 | $70K | Sell |
764
-1,728
| -69% | -$158K | 0.01% | 452 |
|
|
2020
Q4 | $212K | Buy |
+2,492
| New | +$212K | 0.03% | 241 |
|