AWM
Aevitas Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $771K | Buy |
9,343
+1,443
| +18% | +$119K | 0.46% | 53 |
|
|
2022
Q3 | $633K | Sell |
7,900
-47
| -0.6% | -$3.77K | 0.48% | 56 |
|
|
2022
Q2 | $724K | Sell |
7,947
-72
| -0.9% | -$6.56K | 0.49% | 56 |
|
|
2022
Q1 | $869K | Sell |
8,019
-742
| -8% | -$80.4K | 0.53% | 55 |
|
|
2021
Q4 | $1.02M | Sell |
8,761
-761
| -8% | -$88.3K | 0.61% | 47 |
|
|
2021
Q3 | $969K | Buy |
9,522
+1,242
| +15% | +$126K | 0.62% | 48 |
|
|
2021
Q2 | $843K | Buy |
8,280
+2,643
| +47% | +$269K | 0.54% | 53 |
|
|
2021
Q1 | $518K | Buy |
5,637
+624
| +12% | +$57.3K | 0.36% | 71 |
|
|
2020
Q4 | $426K | Buy |
5,013
+59
| +1% | +$5.01K | 0.31% | 77 |
|
|
2020
Q3 | $391K | Sell |
4,954
-225
| -4% | -$17.8K | 0.32% | 78 |
|
|
2020
Q2 | $407K | Buy |
5,179
+288
| +6% | +$22.6K | 0.38% | 73 |
|
|
2020
Q1 | $342K | Buy |
4,891
+225
| +5% | +$15.7K | 0.38% | 71 |
|
|
2019
Q4 | $433K | Buy |
4,666
+128
| +3% | +$11.9K | 0.41% | 67 |
|
|
2019
Q3 | $423K | Buy |
4,538
+44
| +1% | +$4.1K | 0.42% | 66 |
|
|
2019
Q2 | $393K | Sell |
4,494
-875
| -16% | -$76.5K | 0.4% | 70 |
|
|
2019
Q1 | $466K | Sell |
5,369
-1
| -0% | -$87 | 0.42% | 67 |
|
|
2018
Q4 | $400K | Buy |
5,370
+41
| +0.8% | +$3.05K | 0.41% | 66 |
|
|
2018
Q3 | $430K | Sell |
5,329
-60
| -1% | -$4.84K | 0.39% | 67 |
|
|
2018
Q2 | $439K | Buy |
5,389
+643
| +14% | +$52.4K | 0.43% | 61 |
|
|
2018
Q1 | $358K | Sell |
4,746
-167
| -3% | -$12.6K | 0.36% | 71 |
|
|
2017
Q4 | $408K | Buy |
+4,913
| New | +$408K | 0.39% | 65 |
|