LIA
LBMC Investment 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 | $8.04M | Sell |
90,244
-3,127
| -3% | -$278K | 0.57% | 28 |
|
|
2025
Q1 | $8.45M | Sell |
93,371
-56
| -0.1% | -$5.07K | 0.66% | 27 |
|
|
2024
Q4 | $8.32M | Buy |
93,427
+6,737
| +8% | +$600K | 0.66% | 25 |
|
|
2024
Q3 | $8.45M | Buy |
86,690
+495
| +0.6% | +$48.2K | 0.67% | 21 |
|
|
2024
Q2 | $7.22M | Sell |
86,195
-3,722
| -4% | -$312K | 0.63% | 23 |
|
|
2024
Q1 | $7.78M | Sell |
89,917
-2,055
| -2% | -$178K | 0.67% | 22 |
|
|
2023
Q4 | $8.13M | Sell |
91,972
-8,788
| -9% | -$777K | 0.77% | 21 |
|
|
2023
Q3 | $7.34M | Buy |
100,760
+766
| +0.8% | +$55.8K | 0.78% | 22 |
|
|
2023
Q2 | $8.36M | Sell |
99,994
-2,039
| -2% | -$170K | 0.82% | 22 |
|
|
2023
Q1 | $8.47M | Sell |
102,033
-1,454
| -1% | -$121K | 0.86% | 21 |
|
|
2022
Q4 | $8.54M | Sell |
103,487
-4,214
| -4% | -$348K | 0.9% | 18 |
|
|
2022
Q3 | $8.63M | Buy |
107,701
+4,793
| +5% | +$384K | 0.99% | 16 |
|
|
2022
Q2 | $9.38M | Sell |
102,908
-7,931
| -7% | -$723K | 1.02% | 16 |
|
|
2022
Q1 | $12M | Buy |
110,839
+7,238
| +7% | +$784K | 1.06% | 14 |
|
|
2021
Q4 | $12M | Buy |
103,601
+76,625
| +284% | +$8.89M | 1.04% | 13 |
|
|
2021
Q3 | $10K | Sell |
26,976
-59,676
| -69% | -$22.2K | 0.94% | 17 |
|
|
2021
Q2 | $8.82M | Buy |
86,652
+19,116
| +28% | +$1.95M | 0.84% | 18 |
|
|
2021
Q1 | $6.2M | Buy |
67,536
+3,336
| +5% | +$306K | 0.65% | 23 |
|
|
2020
Q4 | $5.45M | Buy |
64,200
+1,751
| +3% | +$149K | 0.64% | 22 |
|
|
2020
Q3 | $4.93M | Buy |
62,449
+2,626
| +4% | +$207K | 0.68% | 21 |
|
|
2020
Q2 | $4.7M | Sell |
59,823
-8,638
| -13% | -$678K | 0.74% | 18 |
|
|
2020
Q1 | $4.78M | Buy |
68,461
+6,002
| +10% | +$419K | 0.89% | 14 |
|
|
2019
Q4 | $5.8M | Buy |
62,459
+2,428
| +4% | +$225K | 0.82% | 16 |
|
|
2019
Q3 | $5.6M | Buy |
60,031
+4,641
| +8% | +$433K | 0.85% | 14 |
|
|
2019
Q2 | $4.84M | Buy |
55,390
+8,038
| +17% | +$703K | 0.73% | 17 |
|
|
2019
Q1 | $4.12M | Buy |
47,352
+7,401
| +19% | +$643K | 0.65% | 18 |
|
|
2018
Q4 | $2.98M | Buy |
39,951
+1,829
| +5% | +$136K | 0.55% | 21 |
|
|
2018
Q3 | $3.08M | Buy |
38,122
+1,937
| +5% | +$156K | 0.49% | 20 |
|
|
2018
Q2 | $2.95M | Buy |
36,185
+8,458
| +31% | +$689K | 0.49% | 21 |
|
|
2018
Q1 | $2.09M | Sell |
27,727
-10,980
| -28% | -$829K | 0.36% | 22 |
|
|
2017
Q4 | $3.21M | Buy |
38,707
+2,286
| +6% | +$190K | 0.52% | 21 |
|
|
2017
Q3 | $3.03M | Buy |
36,421
+3,772
| +12% | +$313K | 0.52% | 21 |
|
|
2017
Q2 | $2.72M | Buy |
32,649
+2,015
| +7% | +$168K | 0.48% | 20 |
|
|
2017
Q1 | $2.53M | Buy |
30,634
+3,035
| +11% | +$251K | 0.45% | 20 |
|
|
2016
Q4 | $2.28M | Buy |
27,599
+3,809
| +16% | +$314K | 0.43% | 20 |
|
|
2016
Q3 | $2.06M | Buy |
23,790
+1,484
| +7% | +$129K | 0.4% | 20 |
|
|
2016
Q2 | $1.98M | Buy |
22,306
+461
| +2% | +$40.9K | 0.4% | 20 |
|
|
2016
Q1 | $1.83M | Buy |
21,845
+2,012
| +10% | +$169K | 0.38% | 20 |
|
|
2015
Q4 | $1.58M | Buy |
19,833
+1,711
| +9% | +$136K | 0.34% | 23 |
|
|
2015
Q3 | $1.37M | Sell |
18,122
-94
| -0.5% | -$7.1K | 0.31% | 24 |
|
|
2015
Q2 | $1.36M | Buy |
18,216
+2,537
| +16% | +$190K | 0.29% | 23 |
|
|
2015
Q1 | $1.32M | Buy |
15,679
+57
| +0.4% | +$4.81K | 0.3% | 22 |
|
|
2014
Q4 | $1.27M | Buy |
15,622
+1,753
| +13% | +$142K | 0.29% | 23 |
|
|
2014
Q3 | $996K | Buy |
13,869
+1,287
| +10% | +$92.4K | 0.24% | 22 |
|
|
2014
Q2 | $942K | Buy |
12,582
+52
| +0.4% | +$3.89K | 0.25% | 25 |
|
|
2014
Q1 | $885K | Buy |
12,530
+5,890
| +89% | +$416K | 0.22% | 24 |
|
|
2013
Q4 | $429K | Buy |
+6,640
| New | +$429K | 0.11% | 33 |
|