AWA
Aquire 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 | $2M | Sell |
22,472
-487
| -2% | -$43.4K | 0.54% | 20 |
|
|
2025
Q1 | $2.08M | Sell |
22,959
-225
| -1% | -$20.4K | 0.64% | 18 |
|
|
2024
Q4 | $2.07M | Sell |
23,184
-1,466
| -6% | -$131K | 0.64% | 17 |
|
|
2024
Q3 | $2.4M | Sell |
24,650
-456
| -2% | -$44.4K | 0.75% | 16 |
|
|
2024
Q2 | $2.1M | Sell |
25,106
-806
| -3% | -$67.5K | 0.71% | 19 |
|
|
2024
Q1 | $2.24M | Sell |
25,912
-830
| -3% | -$71.8K | 0.78% | 18 |
|
|
2023
Q4 | $2.36M | Sell |
26,742
-3,041
| -10% | -$269K | 0.9% | 17 |
|
|
2023
Q3 | $2.25M | Sell |
29,783
-249
| -0.8% | -$18.8K | 0.94% | 17 |
|
|
2023
Q2 | $2.51M | Sell |
30,032
-1,521
| -5% | -$127K | 1% | 17 |
|
|
2023
Q1 | $2.62M | Sell |
31,553
-1,511
| -5% | -$125K | 1.15% | 17 |
|
|
2022
Q4 | $2.73M | Sell |
33,064
-513
| -2% | -$42.3K | 1.36% | 18 |
|
|
2022
Q3 | $2.69M | Sell |
33,577
-26
| -0.1% | -$2.09K | 1.56% | 20 |
|
|
2022
Q2 | $3.06M | Sell |
33,603
-2,079
| -6% | -$189K | 1.79% | 19 |
|
|
2022
Q1 | $3.87M | Sell |
35,682
-531
| -1% | -$57.5K | 2.06% | 15 |
|
|
2021
Q4 | $4.2M | Buy |
+36,213
| New | +$4.2M | 2.2% | 14 |
|