Aries Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $7.88M | Buy |
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|
2021
Q4 | $293K | Hold |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $210K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $522K | Sell |
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|
2018
Q4 | $686K | Hold |
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|
2018
Q3 | $743K | Hold |
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|
2018
Q2 | $754K | Sell |
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|
2018
Q1 | $711K | Hold |
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|
2017
Q4 | $746K | Buy |
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