WWM
Willingdon Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $12K | Sell |
177
-38,521
| -100% | -$2.61M | ﹤0.01% | 196 |
|
|
2019
Q4 | $3.59M | Buy |
38,698
+850
| +2% | +$78.9K | 0.74% | 47 |
|
|
2019
Q3 | $3.53M | Buy |
37,848
+1,086
| +3% | +$101K | 0.78% | 43 |
|
|
2019
Q2 | $3.21M | Buy |
36,762
+1,002
| +3% | +$87.6K | 0.75% | 47 |
|
|
2019
Q1 | $3.11M | Buy |
35,760
+1,257
| +4% | +$109K | 0.76% | 47 |
|
|
2018
Q4 | $2.57M | Buy |
+34,503
| New | +$2.57M | 0.74% | 54 |
|