Wimmer Associates 1’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,525
| Closed | -$377K | – | 111 |
|
|
2017
Q2 | $377K | Sell |
4,525
-250
| -5% | -$20.8K | 0.35% | 78 |
|
|
2017
Q1 | $394K | Sell |
4,775
-10,565
| -69% | -$872K | 0.37% | 77 |
|
|
2016
Q4 | $1.27M | Sell |
15,340
-6,910
| -31% | -$570K | 1.17% | 33 |
|
|
2016
Q3 | $1.93M | Sell |
22,250
-2,630
| -11% | -$228K | 1.74% | 15 |
|
|
2016
Q2 | $2.21M | Hold |
24,880
| – | – | 1.97% | 15 |
|
|
2016
Q1 | $2.09M | Buy |
24,880
+5,435
| +28% | +$455K | 1.91% | 14 |
|
|
2015
Q4 | $1.55M | Buy |
+19,445
| New | +$1.55M | 1.63% | 19 |
|