Valtinson Bruner Financial Planning’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 |
-4,772
| Closed | -$201K | – | 129 |
|
|
2024
Q1 | $201K | Buy |
+4,772
| New | +$201K | 0.09% | 119 |
|
|
2023
Q1 | – | Sell |
-11,940
| Closed | -$520K | – | 118 |
|
|
2022
Q4 | $520K | Sell |
11,940
-541
| -4% | -$23.6K | 0.3% | 68 |
|
|
2022
Q3 | $476K | Buy |
12,481
+1,380
| +12% | +$52.6K | 0.29% | 65 |
|
|
2022
Q2 | $491K | Buy |
11,101
+7,108
| +178% | +$314K | 0.3% | 60 |
|
|
2022
Q1 | $205K | Buy |
+3,993
| New | +$205K | 0.12% | 92 |
|
|
2021
Q4 | – | Sell |
-3,738
| Closed | -$215K | – | 99 |
|
|
2021
Q3 | $215K | Buy |
+3,738
| New | +$215K | 0.12% | 90 |
|