WealthPLAN Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$322 | – | 1150 |
|
|
2023
Q2 | $322 | Hold |
8
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q1 | $325 | Buy |
+8
| New | +$325 | ﹤0.01% | 1267 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$8.04K | – | 419 |
|
|
2017
Q1 | $8.04K | Buy |
+150
| New | +$8.04K | 0.03% | 296 |
|
|
2016
Q3 | $8.27K | Sell |
150
-300
| -67% | -$16.5K | ﹤0.01% | 630 |
|
|
2016
Q2 | $8.13K | Buy |
+450
| New | +$8.13K | ﹤0.01% | 1818 |
|
|
2015
Q4 | $7.67K | Buy |
+150
| New | +$7.67K | ﹤0.01% | 1231 |
|