WOSD
WFA of San Diego’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.46K | Hold |
125
| – | – | 0.01% | 281 |
|
|
2023
Q2 | $10.4K | Buy |
+125
| New | +$10.4K | 0.01% | 277 |
|
|
2023
Q1 | – | Sell |
-163
| Closed | -$13.4K | – | 414 |
|
|
2022
Q4 | $13.4K | Buy |
+163
| New | +$13.4K | 0.01% | 331 |
|
|
2022
Q3 | – | Sell |
-156
| Closed | -$14K | – | 386 |
|
|
2022
Q2 | $14K | Buy |
+156
| New | +$14K | 0.01% | 255 |
|
|
2020
Q3 | – | Sell |
-4,244
| Closed | -$406K | – | 241 |
|
|
2020
Q2 | $406K | Buy |
+4,244
| New | +$406K | 0.1% | 176 |
|