LWM
Laidlaw 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
Q1 | – | Sell |
-13,056
| Closed | -$1.16M | – | 158 |
|
|
2024
Q4 | $1.16M | Buy |
13,056
+534
| +4% | +$47.6K | 0.51% | 57 |
|
|
2024
Q3 | $1.22M | Buy |
12,522
+293
| +2% | +$28.5K | 0.6% | 52 |
|
|
2024
Q2 | $1.02M | Buy |
12,229
+126
| +1% | +$10.6K | 0.56% | 56 |
|
|
2024
Q1 | $1.05M | Sell |
12,103
-162
| -1% | -$14K | 0.58% | 54 |
|
|
2023
Q4 | $1.08M | Sell |
12,265
-3,726
| -23% | -$329K | 0.39% | 76 |
|
|
2023
Q3 | $1.21M | Sell |
15,991
-266
| -2% | -$20.1K | 0.4% | 75 |
|
|
2023
Q2 | $1.36M | Buy |
16,257
+1,067
| +7% | +$89.2K | 0.27% | 94 |
|
|
2023
Q1 | $1.26M | Sell |
15,190
-286
| -2% | -$23.8K | 0.26% | 102 |
|
|
2022
Q4 | $1.28M | Buy |
15,476
+1,139
| +8% | +$93.9K | 0.27% | 101 |
|
|
2022
Q3 | $1.15M | Sell |
14,337
-17,419
| -55% | -$1.4M | 0.27% | 100 |
|
|
2022
Q2 | $2.89M | Sell |
31,756
-1,589
| -5% | -$145K | 0.59% | 40 |
|
|
2022
Q1 | $3.61M | Buy |
33,345
+20,598
| +162% | +$2.23M | 0.6% | 37 |
|
|
2021
Q4 | $1.48M | Buy |
+12,747
| New | +$1.48M | 0.24% | 115 |
|
|
2020
Q4 | – | Sell |
-2,603
| Closed | -$206K | – | 359 |
|
|
2020
Q3 | $206K | Buy |
+2,603
| New | +$206K | 0.09% | 193 |
|
|
2020
Q1 | – | Sell |
-2,415
| Closed | -$224K | – | 178 |
|
|
2019
Q4 | $224K | Buy |
+2,415
| New | +$224K | 0.14% | 152 |
|