AWM
Aevitas Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-217
| Closed | -$12K | – | 337 |
|
|
2019
Q1 | $12K | Hold |
217
| – | – | 0.01% | 291 |
|
|
2018
Q4 | $11K | Buy |
217
+6
| +3% | +$304 | 0.01% | 292 |
|
|
2018
Q3 | $12K | Buy |
211
+3
| +1% | +$171 | 0.01% | 330 |
|
|
2018
Q2 | $12K | Hold |
208
| – | – | 0.01% | 312 |
|
|
2018
Q1 | $13K | Hold |
208
| – | – | 0.01% | 301 |
|
|
2017
Q4 | $13K | Buy |
+208
| New | +$13K | 0.01% | 299 |
|