AWM
Atticus Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Buy |
+137
| New | +$12.2K | ﹤0.01% | 459 |
|
|
2022
Q4 | – | Sell |
-68
| Closed | -$6K | – | 644 |
|
|
2022
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $6K | Hold |
68
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $7K | Sell |
68
-187
| -73% | -$19.3K | ﹤0.01% | 442 |
|
|
2021
Q4 | $30K | Hold |
255
| – | – | 0.01% | 281 |
|
|
2021
Q3 | $26K | Sell |
255
-37
| -13% | -$3.77K | 0.01% | 294 |
|
|
2021
Q2 | $30K | Buy |
292
+142
| +95% | +$14.6K | 0.01% | 268 |
|
|
2021
Q1 | $14K | Hold |
150
| – | – | 0.01% | 291 |
|
|
2020
Q4 | $13K | Hold |
150
| – | – | 0.01% | 285 |
|
|
2020
Q3 | $12K | Hold |
150
| – | – | 0.01% | 250 |
|
|
2020
Q2 | $12K | Hold |
150
| – | – | 0.01% | 240 |
|
|
2020
Q1 | $10K | Hold |
150
| – | – | 0.01% | 232 |
|
|
2019
Q4 | $14K | Buy |
+150
| New | +$14K | 0.01% | 240 |
|