White Lighthouse Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,700
| Closed | -$278K | – | 129 |
|
|
2019
Q4 | $278K | Hold |
4,700
| – | – | 0.1% | 115 |
|
|
2019
Q3 | $275K | Buy |
4,700
+907
| +24% | +$53.1K | 0.11% | 113 |
|
|
2019
Q2 | $224K | Hold |
3,793
| – | – | 0.09% | 120 |
|
|
2019
Q1 | $226K | Buy |
+3,793
| New | +$226K | 0.1% | 111 |
|
|
2018
Q4 | – | Sell |
-3,793
| Closed | -$213K | – | 122 |
|
|
2018
Q3 | $213K | Hold |
3,793
| – | – | 0.11% | 112 |
|
|
2018
Q2 | $220K | Hold |
3,793
| – | – | 0.12% | 105 |
|
|
2018
Q1 | $231K | Hold |
3,793
| – | – | 0.13% | 106 |
|
|
2017
Q4 | $229K | Buy |
+3,793
| New | +$229K | 0.13% | 113 |
|