UWM
USAdvisors Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,967
| Closed | -$200K | – | 134 |
|
|
2021
Q3 | $200K | Buy |
+1,967
| New | +$200K | 0.09% | 111 |
|
|
2020
Q1 | – | Sell |
-2,308
| Closed | -$214K | – | 97 |
|
|
2019
Q4 | $214K | Sell |
2,308
-1,003
| -30% | -$93K | 0.11% | 81 |
|
|
2019
Q3 | $309K | Hold |
3,311
| – | – | 0.16% | 47 |
|
|
2019
Q2 | $289 | Buy |
+3,311
| New | +$289 | 0.12% | 43 |
|
|
2018
Q4 | – | Sell |
-2,987
| Closed | -$241K | – | 72 |
|
|
2018
Q3 | $241K | Hold |
2,987
| – | – | 0.17% | 56 |
|
|
2018
Q2 | $243K | Hold |
2,987
| – | – | 0.18% | 58 |
|
|
2018
Q1 | $225K | Buy |
+2,987
| New | +$225K | 0.18% | 50 |
|