Watershed Private Wealth’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
Q4 | – | Sell |
-2,237
| Closed | -$218K | – | 119 |
|
|
2024
Q3 | $218K | Buy |
+2,237
| New | +$218K | 0.09% | 110 |
|
|
2024
Q2 | – | Sell |
-4,227
| Closed | -$366K | – | 127 |
|
|
2024
Q1 | $366K | Sell |
4,227
-5,530
| -57% | -$478K | 0.16% | 86 |
|
|
2023
Q4 | $862K | Sell |
9,757
-504
| -5% | -$44.5K | 0.48% | 51 |
|
|
2023
Q3 | $776K | Sell |
10,261
-520
| -5% | -$39.3K | 0.48% | 50 |
|
|
2023
Q2 | $901K | Sell |
10,781
-4,583
| -30% | -$383K | 0.55% | 46 |
|
|
2023
Q1 | $1.28M | Buy |
15,364
+610
| +4% | +$50.7K | 0.86% | 37 |
|
|
2022
Q4 | $1.22M | Buy |
+14,754
| New | +$1.22M | 0.92% | 34 |
|