TrueWealth LLC’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
Q2 | $258K | Buy |
3,289
+20
| +0.6% | +$1.57K | 0.11% | 111 |
|
|
2020
Q1 | $228K | Buy |
3,269
+6
| +0.2% | +$418 | 0.11% | 111 |
|
|
2019
Q4 | $303K | Buy |
3,263
+344
| +12% | +$31.9K | 0.12% | 105 |
|
|
2019
Q3 | $272K | Buy |
2,919
+251
| +9% | +$23.4K | 0.12% | 105 |
|
|
2019
Q2 | $233K | Hold |
2,668
| – | – | 0.1% | 123 |
|
|
2019
Q1 | $232K | Hold |
2,668
| – | – | 0.11% | 118 |
|
|
2018
Q4 | $199K | Buy |
2,668
+2
| +0.1% | +$149 | 0.1% | 124 |
|
|
2018
Q3 | $215K | Sell |
2,666
-499
| -16% | -$40.2K | 0.1% | 123 |
|
|
2018
Q2 | $258K | Buy |
3,165
+338
| +12% | +$27.6K | 0.12% | 111 |
|
|
2018
Q1 | $213K | Sell |
2,827
-816
| -22% | -$61.5K | 0.11% | 122 |
|
|
2017
Q4 | $302K | Buy |
+3,643
| New | +$302K | 0.14% | 101 |
|