AWA
Amplius Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,214
| Closed | -$430K | – | 173 |
|
|
2022
Q4 | $430K | Buy |
+5,214
| New | +$430K | 0.07% | 100 |
|
|
2022
Q3 | – | Sell |
-2,870
| Closed | -$261K | – | 178 |
|
|
2022
Q2 | $261K | Buy |
+2,870
| New | +$261K | 0.04% | 137 |
|
|
2022
Q1 | – | Sell |
-47
| Closed | -$5K | – | 893 |
|
|
2021
Q4 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 721 |
|