TRUE Private Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,897
Closed -$291K 294
2024
Q1
$291K Sell
6,897
-4,525
-40% -$191K 0.03% 237
2023
Q4
$486K Sell
11,422
-10,321
-47% -$440K 0.06% 159
2023
Q3
$846K Buy
+21,743
New +$846K 0.12% 104