WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.6K | Hold |
130
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $12.7K | Hold |
130
| – | – | ﹤0.01% | 589 |
|
|
2024
Q2 | $10.9K | Buy |
130
+128
| +6,400% | +$10.7K | ﹤0.01% | 572 |
|
|
2024
Q1 | $173 | Buy |
+2
| New | +$173 | ﹤0.01% | 1134 |
|
|
2023
Q4 | – | Sell |
-2
| Closed | -$151 | – | 841 |
|
|
2023
Q3 | $151 | Hold |
2
| – | – | ﹤0.01% | 886 |
|
|
2023
Q2 | $167 | Buy |
+2
| New | +$167 | ﹤0.01% | 873 |
|