Lauterbach Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,057
Closed -$200K 77
2024
Q3
$200K Buy
+2,057
New +$200K 0.12% 68
2022
Q2
Sell
-1,846
Closed -$200K 56
2022
Q1
$200K Buy
1,846
+9
+0.5% +$975 0.18% 49
2021
Q4
$213K Buy
+1,837
New +$213K 0.19% 46