AWM
AE Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
21,421
-1,026
| -5% | -$91.4K | 0.01% | 547 |
|
|
2025
Q1 | $2.03M | Buy |
22,447
+438
| +2% | +$39.7K | 0.02% | 525 |
|
|
2024
Q4 | $1.96M | Sell |
22,009
-9,505
| -30% | -$847K | 0.02% | 527 |
|
|
2024
Q3 | $3.07M | Sell |
31,514
-1,040
| -3% | -$101K | 0.03% | 431 |
|
|
2024
Q2 | $2.73M | Sell |
32,554
-9,639
| -23% | -$807K | 0.03% | 450 |
|
|
2024
Q1 | $3.65M | Sell |
42,193
-135,380
| -76% | -$11.7M | 0.04% | 363 |
|
|
2023
Q4 | $15.1M | Sell |
177,573
-18,427
| -9% | -$1.57M | 0.08% | 295 |
|
|
2023
Q3 | $14.8M | Buy |
196,000
+25,618
| +15% | +$1.94M | 0.09% | 269 |
|
|
2023
Q2 | $14.2M | Sell |
170,382
-409
| -0.2% | -$34.2K | 0.09% | 280 |
|
|
2023
Q1 | $14.2M | Sell |
170,791
-5,243
| -3% | -$435K | 0.09% | 268 |
|
|
2022
Q4 | $14.5M | Sell |
176,034
-20,356
| -10% | -$1.68M | 0.11% | 229 |
|
|
2022
Q3 | $15.7M | Sell |
196,390
-139,144
| -41% | -$11.2M | 0.12% | 172 |
|
|
2022
Q2 | $30.6M | Sell |
335,534
-79,036
| -19% | -$7.2M | 0.24% | 90 |
|
|
2022
Q1 | $44.9M | Sell |
414,570
-7,627
| -2% | -$827K | 0.31% | 66 |
|
|
2021
Q4 | $49M | Buy |
422,197
+115,978
| +38% | +$13.5M | 0.34% | 57 |
|
|
2021
Q3 | $31.2M | Sell |
306,219
-48,082
| -14% | -$4.89M | 0.26% | 86 |
|
|
2021
Q2 | $36.1M | Sell |
354,301
-15,088
| -4% | -$1.54M | 0.32% | 71 |
|
|
2021
Q1 | $33.9M | Sell |
369,389
-152,053
| -29% | -$14M | 0.34% | 63 |
|
|
2020
Q4 | $44.3M | Buy |
521,442
+177,092
| +51% | +$15M | 0.5% | 37 |
|
|
2020
Q3 | $27.2M | Buy |
344,350
+11,132
| +3% | +$879K | 0.39% | 52 |
|
|
2020
Q2 | $26.2M | Buy |
333,218
+168,874
| +103% | +$13.3M | 0.4% | 48 |
|
|
2020
Q1 | $11.5M | Buy |
164,344
+36,955
| +29% | +$2.58M | 0.26% | 76 |
|
|
2019
Q4 | $11.8M | Buy |
127,389
+97,368
| +324% | +$9.03M | 0.26% | 81 |
|
|
2019
Q3 | $2.8M | Sell |
30,021
-58,868
| -66% | -$5.49M | 0.08% | 213 |
|
|
2019
Q2 | $7.77M | Buy |
88,889
+56,955
| +178% | +$4.98M | 0.23% | 83 |
|
|
2019
Q1 | $2.78M | Buy |
31,934
+22,711
| +246% | +$1.97M | 0.19% | 105 |
|
|
2018
Q4 | $688K | Sell |
9,223
-47,982
| -84% | -$3.58M | 0.12% | 197 |
|
|
2018
Q3 | $4.62M | Buy |
57,205
+2,203
| +4% | +$178K | 0.25% | 73 |
|
|
2018
Q2 | $4.48M | Buy |
55,002
+15,635
| +40% | +$1.27M | 0.3% | 56 |
|
|
2018
Q1 | $2.97M | Buy |
39,367
+5,036
| +15% | +$380K | 0.23% | 69 |
|
|
2017
Q4 | $2.85M | Buy |
34,331
+15,919
| +86% | +$1.32M | 0.25% | 70 |
|
|
2017
Q3 | $1.53M | Sell |
18,412
-1,300
| -7% | -$108K | 0.14% | 103 |
|
|
2017
Q2 | $1.64M | Buy |
19,712
+1,841
| +10% | +$153K | 0.2% | 91 |
|
|
2017
Q1 | $1.48M | Buy |
+17,871
| New | +$1.48M | 0.27% | 70 |
|