Aletheian Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.72M | Buy |
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2025
Q1 | $5.38M | Buy |
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2024
Q4 | $4.98M | Buy |
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2024
Q3 | $5.31M | Buy |
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2024
Q2 | $4.52M | Buy |
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2024
Q1 | $4.12M | Buy |
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2023
Q4 | $3.71M | Buy |
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2023
Q3 | $2.5M | Sell |
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2023
Q2 | $3.4M | Buy |
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2023
Q1 | $3.21M | Buy |
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2022
Q4 | $2.63M | Buy |
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2022
Q3 | $2.1M | Sell |
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2022
Q2 | $2.78M | Buy |
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2022
Q1 | $3.27M | Sell |
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2021
Q4 | $4.01M | Buy |
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