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	-2,528	Closed	-$210K	–	205
2023 Q1	$210K	Hold	2,528	–	–	0.09%	182
2022 Q4	$209K	Hold	2,528	–	–	0.09%	176
2022 Q3	$210K	Hold	2,528	–	–	0.09%	172
2022 Q2	$230K	Sell	2,528 -70,201	-97%	-$7M	0.1%	155
2022 Q1	$7.88M	Buy	72,729 +70,201	+2,777%	+$7.43M	3.41%	9
2021 Q4	$293K	Hold	2,528	–	–	0.11%	150
2021 Q3	$257K	Hold	2,528	–	–	0.11%	154
2021 Q2	$257K	Hold	2,528	–	–	0.11%	152
2021 Q1	$238K	Hold	2,528	–	–	0.11%	151
2020 Q4	$210K	Buy	+2,528	New	+$210K	0.1%	151
2019 Q2	–	Sell	-6,001	Closed	-$522K	–	162
2019 Q1	$522K	Sell	6,001 -3,205	-35%	-$265K	0.39%	70
2018 Q4	$686K	Hold	9,206	–	–	0.73%	45
2018 Q3	$743K	Hold	9,206	–	–	0.67%	48
2018 Q2	$754K	Sell	9,206 -278	-3%	-$21.5K	0.7%	48
2018 Q1	$711K	Hold	9,484	–	–	0.69%	47
2017 Q4	$746K	Buy	+9,484	New	+$795K	0.69%	47