Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-84
| Closed | -$7.45K | – | 1448 |
|
|
2023
Q4 | $7.45K | Buy |
+84
| New | +$7.45K | ﹤0.01% | 938 |
|
|
2023
Q3 | – | Sell |
-11
| Closed | -$921 | – | 1436 |
|
|
2023
Q2 | $921 | Buy |
+11
| New | +$921 | ﹤0.01% | 1026 |
|
|
2018
Q3 | – | Sell |
-2,570
| Closed | -$212K | – | 173 |
|
|
2018
Q2 | $212K | Buy |
+2,570
| New | +$212K | 0.04% | 164 |
|
|
2018
Q1 | – | Sell |
-4,385
| Closed | -$364K | – | 196 |
|
|
2017
Q4 | $364K | Buy |
+4,385
| New | +$364K | 0.07% | 156 |
|