Arista Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,986
Closed -$250K 61
2023
Q2
$250K Sell
2,986
-31,760
-91% -$2.65M 0.1% 52
2023
Q1
$2.89M Sell
34,746
-24,010
-41% -$1.99M 1.57% 14
2022
Q4
$4.85M Buy
+58,756
New +$4.85M 3.06% 7