AWA
Aletheian Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Buy |
64,249
+4,863
| +8% | +$433K | 2.81% | 8 |
|
|
2025
Q1 | $5.38M | Buy |
59,386
+3,503
| +6% | +$317K | 3.02% | 8 |
|
|
2024
Q4 | $4.98M | Buy |
55,883
+1,369
| +3% | +$122K | 2.94% | 8 |
|
|
2024
Q3 | $5.31M | Buy |
54,514
+512
| +0.9% | +$49.9K | 3.1% | 8 |
|
|
2024
Q2 | $4.52M | Buy |
54,002
+6,341
| +13% | +$531K | 2.38% | 10 |
|
|
2024
Q1 | $4.12M | Buy |
47,661
+5,718
| +14% | +$494K | 2.24% | 11 |
|
|
2023
Q4 | $3.71M | Buy |
41,943
+8,854
| +27% | +$782K | 2.45% | 8 |
|
|
2023
Q3 | $2.5M | Sell |
33,089
-7,602
| -19% | -$575K | 1.92% | 11 |
|
|
2023
Q2 | $3.4M | Buy |
40,691
+2,051
| +5% | +$171K | 2.33% | 12 |
|
|
2023
Q1 | $3.21M | Buy |
38,640
+6,750
| +21% | +$561K | 2.83% | 10 |
|
|
2022
Q4 | $2.63M | Buy |
31,890
+5,678
| +22% | +$468K | 2.27% | 12 |
|
|
2022
Q3 | $2.1M | Sell |
26,212
-4,317
| -14% | -$346K | 2.39% | 13 |
|
|
2022
Q2 | $2.78M | Buy |
30,529
+322
| +1% | +$29.3K | 2.83% | 11 |
|
|
2022
Q1 | $3.27M | Sell |
30,207
-4,406
| -13% | -$478K | 3.11% | 11 |
|
|
2021
Q4 | $4.02M | Buy |
+34,613
| New | +$4.02M | 3.94% | 7 |
|