Joseph P. Lucia & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Buy |
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|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $251K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $128K | Buy |
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|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $135K | Buy |
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|
2021
Q2 | $130K | Hold |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $160K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $881K | Buy |
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|
2019
Q4 | $789K | Buy |
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|
2019
Q3 | $527K | Buy |
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|
2019
Q2 | $470K | Sell |
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|
2019
Q1 | $2.31K | Buy |
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