WA
WFG Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.43M | Buy |
41,243
+8,860
| +27% | +$737K | 0.78% | 24 |
|
|
2017
Q1 | $2.67M | Buy |
32,383
+5,206
| +19% | +$430K | 0.71% | 28 |
|
|
2016
Q4 | $2.24M | Sell |
27,177
-5,932
| -18% | -$490K | 0.55% | 35 |
|
|
2016
Q3 | $2.87M | Buy |
33,109
+8,617
| +35% | +$747K | 0.71% | 23 |
|
|
2016
Q2 | $2.17M | Buy |
24,492
+2,945
| +14% | +$261K | 0.58% | 32 |
|
|
2016
Q1 | $1.81M | Buy |
21,547
+128
| +0.6% | +$10.7K | 0.52% | 36 |
|
|
2015
Q4 | $1.71M | Buy |
21,419
+2,575
| +14% | +$205K | 0.51% | 39 |
|
|
2015
Q3 | $1.42M | Buy |
18,844
+12,256
| +186% | +$926K | 0.45% | 47 |
|
|
2015
Q2 | $492K | Buy |
6,588
+5,357
| +435% | +$400K | 0.14% | 165 |
|
|
2015
Q1 | $104K | Sell |
1,231
-753
| -38% | -$63.6K | 0.03% | 522 |
|
|
2014
Q4 | $161K | Sell |
1,984
-680
| -26% | -$55.2K | 0.03% | 498 |
|
|
2014
Q3 | $191K | Sell |
2,664
-1,004
| -27% | -$72K | 0.04% | 459 |
|
|
2014
Q2 | $274K | Buy |
3,668
+269
| +8% | +$20.1K | 0.05% | 376 |
|
|
2014
Q1 | $240K | Sell |
3,399
-6,032
| -64% | -$426K | 0.05% | 395 |
|
|
2013
Q4 | $609K | Buy |
9,431
+3,034
| +47% | +$196K | 0.09% | 266 |
|
|
2013
Q3 | $423K | Sell |
6,397
-385
| -6% | -$25.5K | 0.07% | 314 |
|
|
2013
Q2 | $466K | Buy |
+6,782
| New | +$466K | 0.08% | 277 |
|