AWA
Aletheian Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
61,700
+5,639
| +10% | +$260K | 1.4% | 18 |
|
|
2025
Q1 | $2.27M | Buy |
56,061
+5,935
| +12% | +$240K | 1.28% | 20 |
|
|
2024
Q4 | $1.98M | Buy |
50,126
+1,148
| +2% | +$45.4K | 1.17% | 20 |
|
|
2024
Q3 | $2.3M | Buy |
48,978
+1,331
| +3% | +$62.4K | 1.34% | 19 |
|
|
2024
Q2 | $1.93M | Buy |
47,647
+5,160
| +12% | +$209K | 1.02% | 25 |
|
|
2024
Q1 | $1.79M | Buy |
42,487
+6,485
| +18% | +$273K | 0.97% | 27 |
|
|
2023
Q4 | $1.53M | Sell |
36,002
-4,784
| -12% | -$204K | 1.01% | 25 |
|
|
2023
Q3 | $1.59M | Sell |
40,786
-6,070
| -13% | -$236K | 1.22% | 18 |
|
|
2023
Q2 | $1.88M | Sell |
46,856
-276
| -0.6% | -$11.1K | 1.29% | 15 |
|
|
2023
Q1 | $1.91M | Buy |
47,132
+17,347
| +58% | +$704K | 1.69% | 15 |
|
|
2022
Q4 | $1.23M | Buy |
29,785
+3,107
| +12% | +$128K | 1.06% | 25 |
|
|
2022
Q3 | $1.02M | Sell |
26,678
-4,555
| -15% | -$174K | 1.16% | 26 |
|
|
2022
Q2 | $1.38M | Buy |
31,233
+5,163
| +20% | +$229K | 1.4% | 20 |
|
|
2022
Q1 | $1.35M | Sell |
26,070
-554
| -2% | -$28.8K | 1.29% | 20 |
|
|
2021
Q4 | $1.44M | Buy |
+26,624
| New | +$1.44M | 1.41% | 13 |
|