AHS
Aspiriant Holdings S3’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $559K | Buy |
7,009
+234
| +3% | +$18.7K | 0.24% | 90 |
|
|
2015
Q3 | $512K | Buy |
6,775
+568
| +9% | +$42.9K | 0.24% | 86 |
|
|
2015
Q2 | $464K | Buy |
6,207
+200
| +3% | +$15K | 0.19% | 88 |
|
|
2015
Q1 | $506K | Sell |
6,007
-5,240
| -47% | -$441K | 0.2% | 88 |
|
|
2014
Q4 | $911K | Buy |
11,247
+630
| +6% | +$51K | 0.38% | 68 |
|
|
2014
Q3 | $763K | Buy |
10,617
+1,450
| +16% | +$104K | 0.31% | 74 |
|
|
2014
Q2 | $686K | Buy |
9,167
+6,077
| +197% | +$455K | 0.27% | 78 |
|
|
2014
Q1 | $218K | Buy |
+3,090
| New | +$218K | 0.09% | 105 |
|