West Coast Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,266
| Closed | -$246K | – | 136 |
|
|
2022
Q1 | $246K | Sell |
2,266
-218
| -9% | -$23.7K | 0.04% | 121 |
|
|
2021
Q4 | $288K | Sell |
2,484
-617
| -20% | -$71.5K | 0.04% | 115 |
|
|
2021
Q3 | $316K | Sell |
3,101
-563
| -15% | -$57.4K | 0.05% | 105 |
|
|
2021
Q2 | $373K | Sell |
3,664
-63
| -2% | -$6.41K | 0.06% | 104 |
|
|
2021
Q1 | $342K | Hold |
3,727
| – | – | 0.06% | 100 |
|
|
2020
Q4 | $317K | Sell |
3,727
-1,009
| -21% | -$85.8K | 0.06% | 92 |
|
|
2020
Q3 | $374K | Buy |
+4,736
| New | +$374K | 0.08% | 87 |
|