LWA
Lantern Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
+6,634
| New | +$591K | 0.35% | 72 |
|
|
2024
Q4 | $589K | Sell |
6,607
-1
| -0% | -$89 | 0.38% | 66 |
|
|
2024
Q3 | $644K | Sell |
6,608
-285
| -4% | -$27.8K | 0.45% | 55 |
|
|
2024
Q2 | $577K | Buy |
6,893
+14
| +0.2% | +$1.17K | 0.42% | 56 |
|
|
2024
Q1 | $595K | Sell |
6,879
-64
| -0.9% | -$5.53K | 0.42% | 60 |
|
|
2023
Q4 | $613K | Buy |
+6,943
| New | +$613K | 0.48% | 55 |
|