Wetzel Investment Advisors’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
Q3
Sell
-882
Closed -$76.3K 857
2024
Q2
$76.3K Sell
882
-249
-22% -$21.5K 0.04% 198
2024
Q1
$89K Buy
1,131
+219
+24% +$17.2K 0.05% 191
2023
Q4
$81K Buy
+912
New +$81K 0.05% 198