WMG Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,711
| Closed | -$225K | – | 132 |
|
|
2023
Q1 | $225K | Sell |
2,711
-562
| -17% | -$46.7K | 0.19% | 98 |
|
|
2022
Q4 | $270K | Sell |
3,273
-2,175
| -40% | -$179K | 0.23% | 91 |
|
|
2022
Q3 | $437K | Sell |
5,448
-47
| -0.9% | -$3.77K | 0.39% | 68 |
|
|
2022
Q2 | $499K | Sell |
5,495
-48
| -0.9% | -$4.36K | 0.43% | 60 |
|
|
2022
Q1 | $601K | Buy |
5,543
+371
| +7% | +$40.2K | 0.44% | 57 |
|
|
2021
Q4 | $600K | Buy |
+5,172
| New | +$600K | 0.47% | 53 |
|