WMA
Wealth Management Associates’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 |
-27,965
| Closed | -$2.59M | – | 150 |
|
|
2019
Q4 | $2.59M | Buy |
27,965
+502
| +2% | +$46.6K | 1.86% | 15 |
|
|
2019
Q3 | $2.56M | Sell |
27,463
-338
| -1% | -$31.5K | 2.06% | 12 |
|
|
2019
Q2 | $2.43M | Buy |
27,801
+1,220
| +5% | +$107K | 2.42% | 13 |
|
|
2019
Q1 | $2.31M | Buy |
26,581
+488
| +2% | +$42.4K | 2.52% | 11 |
|
|
2018
Q4 | $1.95M | Buy |
+26,093
| New | +$1.95M | 2.62% | 11 |
|