Vanguard Group’s Income Opportunity Realty Investors IOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,724
| Closed | -$124K | – | 4605 |
|
|
2022
Q2 | $124K | Buy |
+10,724
| New | +$135K | ﹤0.01% | 4524 |
|
|
2020
Q1 | – | Sell |
-12,050
| Closed | -$159K | – | 4085 |
|
|
2019
Q4 | $159K | Sell |
12,050
-500
| -4% | -$6.16K | ﹤0.01% | 3968 |
|
|
2019
Q3 | $158K | Hold |
12,550
| – | – | ﹤0.01% | 3986 |
|
|
2019
Q2 | $162K | Hold |
12,550
| – | – | ﹤0.01% | 4006 |
|
|
2019
Q1 | $141K | Hold |
12,550
| – | – | ﹤0.01% | 3971 |
|
|
2018
Q4 | $134K | Hold |
12,550
| – | – | ﹤0.01% | 3950 |
|
|
2018
Q3 | $148K | Hold |
12,550
| – | – | ﹤0.01% | 4039 |
|
|
2018
Q2 | $165K | Hold |
12,550
| – | – | ﹤0.01% | 4000 |
|
|
2018
Q1 | $147K | Hold |
12,550
| – | – | ﹤0.01% | 3994 |
|
|
2017
Q4 | $141K | Hold |
12,550
| – | – | ﹤0.01% | 3974 |
|
|
2017
Q3 | $114K | Hold |
12,550
| – | – | ﹤0.01% | 3980 |
|
|
2017
Q2 | $118K | Hold |
12,550
| – | – | ﹤0.01% | 3978 |
|
|
2017
Q1 | $107K | Hold |
12,550
| – | – | ﹤0.01% | 3980 |
|
|
2016
Q4 | $92K | Hold |
12,550
| – | – | ﹤0.01% | 3977 |
|
|
2016
Q3 | $92K | Hold |
12,550
| – | – | ﹤0.01% | 3987 |
|
|
2016
Q2 | $93K | Hold |
12,550
| – | – | ﹤0.01% | 4032 |
|
|
2016
Q1 | $95K | Hold |
12,550
| – | – | ﹤0.01% | 4033 |
|
|
2015
Q4 | $93K | Hold |
12,550
| – | – | ﹤0.01% | 4085 |
|
|
2015
Q3 | $102K | Hold |
12,550
| – | – | ﹤0.01% | 4092 |
|
|
2015
Q2 | $92K | Buy |
12,550
+100
| +0.8% | +$709 | ﹤0.01% | 4115 |
|
|
2015
Q1 | $82K | Hold |
12,450
| – | – | ﹤0.01% | 4095 |
|
|
2014
Q4 | $74K | Hold |
12,450
| – | – | ﹤0.01% | 4000 |
|
|
2014
Q3 | $75K | Hold |
12,450
| – | – | ﹤0.01% | 3977 |
|
|
2014
Q2 | $81K | Hold |
12,450
| – | – | ﹤0.01% | 3932 |
|
|
2014
Q1 | $76K | Hold |
12,450
| – | – | ﹤0.01% | 3909 |
|
|
2013
Q4 | $62K | Buy |
+12,450
| New | +$60.6K | ﹤0.01% | 3869 |
|
Other funds holding IOR
Vanguard Group's IOR Position: Q3 2022 in Review
Vanguard Group sold out of Income Opportunity Realty Investors (IOR) in Q3 2022, closing a stake of 10,724 shares — an estimated $124K sold.
Vanguard Group first reported a position in IOR in Q4 2013 and held it in 26 quarters. The position peaked at $165K in Q2 2018. 7 funds tracked by Wall St. Rank hold IOR as of Q3 2022.
- Vanguard Group reported no remaining Income Opportunity Realty Investors position as of Q3 2022 after selling out during the quarter.
- Vanguard Group sold 10,724 Income Opportunity Realty Investors shares in Q3 2022, an estimated $124K.
- Vanguard Group first reported a position in Income Opportunity Realty Investors in Q4 2013 and held it in 26 quarters.
- Vanguard Group's Income Opportunity Realty Investors position peaked at $165K in Q2 2018.
- 7 funds tracked by Wall St. Rank held Income Opportunity Realty Investors as of Q3 2022.
Based on Vanguard Group's 13F filing for Q3 2022, filed 14 Nov 2022.