Winch Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-271	Closed	-$21K	–	461
2020 Q3	$21K	Buy	271 +4	+1%	+$321	0.01%	139
2020 Q2	$21K	Hold	267	–	–	0.01%	134
2020 Q1	$19K	Buy	267 +3	+1%	+$263	0.01%	129
2019 Q4	$25K	Buy	264 +3	+1%	+$278	0.01%	143
2019 Q3	$24K	Buy	261 +4	+2%	+$363	0.01%	136
2019 Q2	$22K	Buy	257 +2	+0.8%	+$175	0.01%	145
2019 Q1	$22K	Sell	255 -40	-14%	-$3.3K	0.01%	143
2018 Q4	$22K	Buy	295 +43	+17%	+$3.39K	0.01%	131
2018 Q3	$20K	Buy	252 +3	+1%	+$247	0.01%	140
2018 Q2	$20K	Buy	249 +5	+2%	+$387	0.01%	148
2018 Q1	$18K	Buy	+244	New	+$18.7K	0.01%	163
2016 Q3	–	Sell	-651	Closed	-$58K	–	298
2016 Q2	$58K	Buy	+651	New	+$54.7K	0.07%	71
2015 Q3	–	Sell	-22,162	Closed	-$1.36M	–	286
2015 Q2	$1.36M	Buy	22,162 +22,071	+24,254%	+$1.76M	0.75%	37
2015 Q1	$8K	Buy	+91	New	+$7.73K	﹤0.01%	172
2014 Q3	–	Sell	-194	Closed	-$15K	–	264
2014 Q2	$15K	Buy	194 +2	+1%	+$147	0.01%	140
2014 Q1	$14K	Buy	+192	New	+$13.1K	0.01%	153