Whitener Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,003
| Closed | -$93K | – | 424 |
|
|
2019
Q3 | $93K | Sell |
1,003
-217
| -18% | -$20.1K | 0.05% | 174 |
|
|
2019
Q2 | $106K | Hold |
1,220
| – | – | 0.06% | 161 |
|
|
2019
Q1 | $106K | Buy |
1,220
+30
| +3% | +$2.61K | 0.07% | 156 |
|
|
2018
Q4 | $88K | Hold |
1,190
| – | – | 0.06% | 156 |
|
|
2018
Q3 | $96K | Buy |
+1,190
| New | +$96K | 0.06% | 155 |
|
|
2018
Q2 | – | Sell |
-760
| Closed | -$57K | – | 393 |
|
|
2018
Q1 | $57K | Buy |
760
+268
| +54% | +$20.1K | 0.04% | 184 |
|
|
2017
Q4 | $40K | Buy |
+492
| New | +$40K | 0.03% | 207 |
|