WealthBridge Capital 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 |
-2,300
| Closed | -$203K | – | 198 |
|
|
2023
Q4 | $203K | Buy |
+2,300
| New | +$203K | 0.08% | 172 |
|
|
2022
Q4 | – | Sell |
-2,300
| Closed | -$210K | – | 211 |
|
|
2022
Q3 | $210K | Hold |
2,300
| – | – | 0.09% | 184 |
|
|
2022
Q2 | $210K | Hold |
2,300
| – | – | 0.09% | 184 |
|
|
2022
Q1 | $249K | Sell |
2,300
-323
| -12% | -$35K | 0.09% | 156 |
|
|
2021
Q4 | $304K | Buy |
2,623
+103
| +4% | +$11.9K | 0.11% | 127 |
|
|
2021
Q3 | $257K | Sell |
2,520
-47
| -2% | -$4.79K | 0.1% | 142 |
|
|
2021
Q2 | $261K | Buy |
2,567
+367
| +17% | +$37.3K | 0.1% | 139 |
|
|
2021
Q1 | $202K | Buy |
+2,200
| New | +$202K | 0.08% | 153 |
|
|
2020
Q3 | – | Sell |
-3,134
| Closed | -$246K | – | 135 |
|
|
2020
Q2 | $246K | Sell |
3,134
-200
| -6% | -$15.7K | 0.14% | 106 |
|
|
2020
Q1 | $233K | Buy |
3,334
+220
| +7% | +$15.4K | 0.16% | 99 |
|
|
2019
Q4 | $289K | Buy |
3,114
+255
| +9% | +$23.7K | 0.19% | 94 |
|
|
2019
Q3 | $267K | Hold |
2,859
| – | – | 0.19% | 92 |
|
|
2019
Q2 | $213K | Hold |
2,859
| – | – | 0.19% | 96 |
|
|
2019
Q1 | $246K | Hold |
2,859
| – | – | 0.16% | 94 |
|
|
2018
Q4 | $213K | Buy |
+2,859
| New | +$213K | 0.16% | 96 |
|