LPT
Legacy Private Trust’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
3,631
| – | – | 0.02% | 213 |
|
|
2025
Q1 | $329K | Buy |
+3,631
| New | +$329K | 0.02% | 204 |
|
|
2014
Q1 | – | Sell |
-5,408
| Closed | -$349K | – | 217 |
|
|
2013
Q4 | $349K | Sell |
5,408
-20
| -0.4% | -$1.29K | 0.06% | 164 |
|
|
2013
Q3 | $359K | Sell |
5,428
-2,412
| -31% | -$160K | 0.08% | 145 |
|
|
2013
Q2 | $539K | Buy |
+7,840
| New | +$539K | 0.13% | 114 |
|