Zullo Investment Group’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
Q1 | – | Sell |
-2,435
| Closed | -$201K | – | 696 |
|
2022
Q4 | $201K | Sell |
2,435
-992
| -29% | -$81.8K | 0.12% | 133 |
|
2022
Q3 | $275K | Sell |
3,427
-103
| -3% | -$8.27K | 0.18% | 102 |
|
2022
Q2 | $322K | Sell |
3,530
-162
| -4% | -$14.8K | 0.2% | 95 |
|
2022
Q1 | $400K | Sell |
3,692
-13
| -0.4% | -$1.41K | 0.21% | 92 |
|
2021
Q4 | $430K | Buy |
+3,705
| New | +$430K | 0.22% | 91 |
|