WAOTB
Wealth Advisors of Tampa Bay’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-37,841
| Closed | -$3.51M | – | 70 |
|
|
2019
Q4 | $3.51M | Buy |
37,841
+306
| +0.8% | +$28.4K | 3.23% | 7 |
|
|
2019
Q3 | $3.5M | Sell |
37,535
-12,991
| -26% | -$1.21M | 2.9% | 7 |
|
|
2019
Q2 | $4.42M | Sell |
50,526
-1,820
| -3% | -$159K | 3.2% | 3 |
|
|
2019
Q1 | $4.55M | Sell |
52,346
-1,715
| -3% | -$149K | 3.3% | 4 |
|
|
2018
Q4 | $4.03M | Buy |
54,061
+501
| +0.9% | +$37.4K | 3.28% | 8 |
|
|
2018
Q3 | $4.32M | Buy |
53,560
+480
| +0.9% | +$38.7K | 3.03% | 8 |
|
|
2018
Q2 | $4.3M | Buy |
53,080
+11
| +0% | +$890 | 3.28% | 5 |
|
|
2018
Q1 | $4.01M | Buy |
53,069
+5,135
| +11% | +$388K | 2.9% | 11 |
|
|
2017
Q4 | $3.9M | Buy |
+47,934
| New | +$3.9M | 2.68% | 14 |
|