ARIS
Advanced Research Investment Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,118
| Closed | -$740K | – | 186 |
|
|
2022
Q2 | $740K | Sell |
8,118
-862
| -10% | -$78.6K | 0.41% | 16 |
|
|
2022
Q1 | $973K | Hold |
8,980
| – | – | 0.41% | 17 |
|
|
2021
Q4 | $1.04M | Sell |
8,980
-1,016
| -10% | -$118K | 0.38% | 16 |
|
|
2021
Q3 | $1.02M | Buy |
9,996
+1,016
| +11% | +$103K | 0.52% | 11 |
|
|
2021
Q2 | $914K | Buy |
+8,980
| New | +$914K | 0.82% | 11 |
|