WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-997
| Closed | -$83.3K | – | 1149 |
|
|
2023
Q2 | $83.3K | Sell |
997
-96
| -9% | -$8.02K | 0.01% | 425 |
|
|
2023
Q1 | $90.8K | Buy |
+1,093
| New | +$90.8K | 0.01% | 443 |
|
|
2019
Q3 | – | Sell |
-3,416
| Closed | -$310K | – | 246 |
|
|
2019
Q2 | $310K | Buy |
+3,416
| New | +$310K | 0.05% | 178 |
|
|
2017
Q2 | – | Sell |
-22
| Closed | -$1.83K | – | 418 |
|
|
2017
Q1 | $1.83K | Buy |
+22
| New | +$1.83K | 0.01% | 410 |
|
|
2016
Q3 | $504K | Sell |
6,003
-6,098
| -50% | -$512K | 0.16% | 83 |
|
|
2016
Q2 | $559K | Buy |
+12,101
| New | +$559K | 0.07% | 183 |
|
|
2015
Q4 | $72.9K | Buy |
+914
| New | +$72.9K | 0.01% | 516 |
|