AWS
Atria Wealth Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
116,987
-146,291
| -56% | -$13M | 0.24% | 94 |
|
|
2025
Q1 | $23.8M | Sell |
263,278
-115,190
| -30% | -$10.4M | 0.29% | 70 |
|
|
2024
Q4 | $33.7M | Buy |
378,468
+106,219
| +39% | +$9.46M | 0.37% | 50 |
|
|
2024
Q3 | $26.7M | Sell |
272,249
-3,584
| -1% | -$351K | 0.29% | 69 |
|
|
2024
Q2 | $23.3M | Sell |
275,833
-15,149
| -5% | -$1.28M | 0.26% | 78 |
|
|
2024
Q1 | $25.2M | Buy |
290,982
+57,893
| +25% | +$5.01M | 0.28% | 70 |
|
|
2023
Q4 | $20.6M | Sell |
233,089
-2,004
| -0.9% | -$177K | 0.26% | 78 |
|
|
2023
Q3 | $17.9M | Buy |
235,093
+72,086
| +44% | +$5.49M | 0.25% | 88 |
|
|
2023
Q2 | $13.7M | Buy |
163,007
+4,308
| +3% | +$362K | 0.19% | 116 |
|
|
2023
Q1 | $13.2M | Buy |
158,699
+17,119
| +12% | +$1.42M | 0.19% | 118 |
|
|
2022
Q4 | $11.7M | Sell |
141,580
-6,586
| -4% | -$543K | 0.19% | 125 |
|
|
2022
Q3 | $11.9M | Sell |
148,166
-4,440
| -3% | -$356K | 0.21% | 107 |
|
|
2022
Q2 | $13.9M | Sell |
152,606
-40,501
| -21% | -$3.69M | 0.26% | 79 |
|
|
2022
Q1 | $20.9M | Buy |
+193,107
| New | +$20.9M | 0.35% | 54 |
|