JPLA
Joseph P. Lucia & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
2,754
+1
| +0% | +$89 | 0.1% | 132 |
|
|
2025
Q1 | $249K | Hold |
2,753
| – | – | 0.11% | 120 |
|
|
2024
Q4 | $245K | Buy |
2,753
+173
| +7% | +$15.4K | 0.11% | 116 |
|
|
2024
Q3 | $251K | Buy |
+2,580
| New | +$251K | 0.12% | 110 |
|
|
2022
Q3 | – | Sell |
-1,401
| Closed | -$128K | – | 429 |
|
|
2022
Q2 | $128K | Buy |
1,401
+70
| +5% | +$6.4K | 0.09% | 129 |
|
|
2022
Q1 | $144K | Buy |
+1,331
| New | +$144K | 0.09% | 133 |
|
|
2021
Q4 | – | Sell |
-1,331
| Closed | -$135K | – | 541 |
|
|
2021
Q3 | $135K | Buy |
1,331
+50
| +4% | +$5.07K | 0.08% | 145 |
|
|
2021
Q2 | $130K | Hold |
1,281
| – | – | 0.08% | 147 |
|
|
2021
Q1 | $118K | Sell |
1,281
-600
| -32% | -$55.3K | 0.05% | 146 |
|
|
2020
Q4 | $160K | Buy |
+1,881
| New | +$160K | 0.11% | 118 |
|
|
2020
Q3 | – | Sell |
-3,325
| Closed | -$261K | – | 446 |
|
|
2020
Q2 | $261K | Sell |
3,325
-9,288
| -74% | -$729K | 0.23% | 79 |
|
|
2020
Q1 | $881K | Buy |
12,613
+4,109
| +48% | +$287K | 0.98% | 34 |
|
|
2019
Q4 | $789K | Buy |
8,504
+2,855
| +51% | +$265K | 0.72% | 40 |
|
|
2019
Q3 | $527K | Buy |
5,649
+270
| +5% | +$25.2K | 0.54% | 50 |
|
|
2019
Q2 | $470K | Sell |
5,379
-196,743
| -97% | -$17.2M | 0.49% | 54 |
|
|
2019
Q1 | $2.31K | Buy |
+202,122
| New | +$2.31K | 0.17% | 80 |
|