LWM
LBA Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $139K | Buy |
1,681
+625
| +59% | +$51.7K | 0.07% | 122 |
|
|
2016
Q4 | $87K | Sell |
1,056
-273
| -21% | -$22.5K | 0.05% | 153 |
|
|
2016
Q3 | $115K | Buy |
1,329
+500
| +60% | +$43.3K | 0.06% | 142 |
|
|
2016
Q2 | $74K | Hold |
829
| – | – | 0.04% | 174 |
|
|
2016
Q1 | $69K | Hold |
829
| – | – | 0.04% | 175 |
|
|
2015
Q4 | $66K | Buy |
+829
| New | +$66K | 0.04% | 189 |
|
|
2015
Q2 | – | Sell |
-80
| Closed | -$7K | – | 335 |
|
|
2015
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 258 |
|
|
2014
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 250 |
|
|
2014
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 327 |
|
|
2014
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 225 |
|
|
2014
Q1 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 225 |
|