AAS
Avantax Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.4M | Buy |
936,792
+22,450
| +2% | +$2M | 0.46% | 30 |
|
|
2025
Q1 | $82.8M | Buy |
914,342
+79,639
| +10% | +$7.21M | 0.5% | 28 |
|
|
2024
Q4 | $74.4M | Buy |
834,703
+17,599
| +2% | +$1.57M | 0.47% | 32 |
|
|
2024
Q3 | $79.6M | Buy |
817,104
+22,860
| +3% | +$2.23M | 0.52% | 25 |
|
|
2024
Q2 | $66.5M | Buy |
794,244
+41,422
| +6% | +$3.47M | 0.47% | 28 |
|
|
2024
Q1 | $65.1M | Buy |
752,822
+10,128
| +1% | +$876K | 0.58% | 23 |
|
|
2023
Q4 | $65.6M | Buy |
742,694
+7,574
| +1% | +$669K | 0.65% | 19 |
|
|
2023
Q3 | $55.6M | Sell |
735,120
-66,100
| -8% | -$5M | 0.62% | 19 |
|
|
2023
Q2 | $66.9M | Buy |
801,220
+23,084
| +3% | +$1.93M | 0.77% | 18 |
|
|
2023
Q1 | $64.6M | Buy |
778,136
+24,288
| +3% | +$2.02M | 0.79% | 15 |
|
|
2022
Q4 | $62.2M | Sell |
753,848
-235,845
| -24% | -$19.5M | 0.83% | 14 |
|
|
2022
Q3 | $79.3M | Buy |
989,693
+29,518
| +3% | +$2.37M | 1.22% | 12 |
|
|
2022
Q2 | $87.5M | Buy |
960,175
+40,010
| +4% | +$3.65M | 1.32% | 12 |
|
|
2022
Q1 | $99.8M | Buy |
920,165
+53,321
| +6% | +$5.78M | 1.37% | 13 |
|
|
2021
Q4 | $101M | Buy |
866,844
+37,220
| +4% | +$4.32M | 1.52% | 11 |
|
|
2021
Q3 | $84.6M | Buy |
829,624
+49,524
| +6% | +$5.05M | 1.41% | 14 |
|
|
2021
Q2 | $79.4M | Buy |
780,100
+131,163
| +20% | +$13.4M | 1.44% | 13 |
|
|
2021
Q1 | $59.6M | Buy |
648,937
+23,384
| +4% | +$2.15M | 1.28% | 14 |
|
|
2020
Q4 | $53.1M | Sell |
625,553
-312,739
| -33% | -$26.6M | 1.26% | 15 |
|
|
2020
Q3 | $74.2M | Buy |
938,292
+355,634
| +61% | +$28.1M | 1.19% | 14 |
|
|
2020
Q2 | $45.8M | Buy |
582,658
+14,422
| +3% | +$1.13M | 1.32% | 13 |
|
|
2020
Q1 | $39.7M | Buy |
568,236
+30,562
| +6% | +$2.14M | 1.18% | 14 |
|
|
2019
Q4 | $49.9M | Buy |
537,674
+443,274
| +470% | +$41.1M | 1.16% | 15 |
|
|
2019
Q3 | $8.8M | Buy |
94,400
+7,121
| +8% | +$664K | 0.36% | 40 |
|
|
2019
Q2 | $7.63M | Buy |
87,279
+9,948
| +13% | +$869K | 0.34% | 41 |
|
|
2019
Q1 | $6.72M | Buy |
77,331
+7,190
| +10% | +$625K | 0.36% | 30 |
|
|
2018
Q4 | $5.24M | Buy |
+70,141
| New | +$5.24M | 0.88% | 27 |
|