Vanguard Personalized Indexing Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,994
Closed -$417K 1550
2023
Q2
$417K Buy
4,994
+330
+7% +$27.6K 0.01% 969
2023
Q1
$387K Buy
+4,664
New +$387K 0.01% 996
2021
Q2
Sell
-3,171
Closed -$291K 992
2021
Q1
$291K Buy
+3,171
New +$291K 0.04% 517