LJAC
L.J. Altfest & Co’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
7,319
-181,427
| -96% | -$16.2M | 0.08% | 188 |
|
|
2025
Q1 | $17.1M | Buy |
188,746
+9,427
| +5% | +$854K | 2.14% | 14 |
|
|
2024
Q4 | $16M | Buy |
179,319
+2,729
| +2% | +$243K | 2.04% | 15 |
|
|
2024
Q3 | $17.2M | Buy |
176,590
+25
| +0% | +$2.44K | 2.29% | 12 |
|
|
2024
Q2 | $14.8M | Buy |
176,565
+2,571
| +1% | +$215K | 2.02% | 16 |
|
|
2024
Q1 | $15M | Sell |
173,994
-11,559
| -6% | -$1,000K | 2.13% | 13 |
|
|
2023
Q4 | $16.4M | Buy |
185,553
+23,270
| +14% | +$2.06M | 2.38% | 10 |
|
|
2023
Q3 | $12.3M | Buy |
162,283
+2,275
| +1% | +$172K | 1.94% | 14 |
|
|
2023
Q2 | $13.4M | Buy |
160,008
+2,834
| +2% | +$237K | 2.01% | 14 |
|
|
2023
Q1 | $13.1M | Buy |
157,174
+83,564
| +114% | +$6.94M | 2.04% | 13 |
|
|
2022
Q4 | $6.07M | Sell |
73,610
-65,282
| -47% | -$5.38M | 1.01% | 23 |
|
|
2022
Q3 | $11.1M | Buy |
+138,892
| New | +$11.1M | 2.09% | 11 |
|