LGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4K | Hold |
465
| – | – | 0.11% | 108 |
|
|
2025
Q1 | $42.1K | Hold |
465
| – | – | 0.13% | 110 |
|
|
2024
Q4 | $41.4K | Hold |
465
| – | – | 0.09% | 176 |
|
|
2024
Q3 | $45.3K | Sell |
465
-4,954
| -91% | -$483K | 0.11% | 137 |
|
|
2024
Q2 | $454K | Hold |
5,419
| – | – | 0.96% | 21 |
|
|
2024
Q1 | $469K | Buy |
5,419
+43
| +0.8% | +$3.72K | 0.54% | 35 |
|
|
2023
Q4 | $475K | Buy |
5,376
+105
| +2% | +$9.28K | 0.58% | 35 |
|
|
2023
Q3 | $399K | Sell |
5,271
-47
| -0.9% | -$3.56K | 0.51% | 37 |
|
|
2023
Q2 | $444K | Buy |
+5,318
| New | +$444K | 0.47% | 58 |
|
|
2023
Q1 | – | Sell |
-5,272
| Closed | -$435K | – | 195 |
|
|
2022
Q4 | $435K | Buy |
+5,272
| New | +$435K | 0.51% | 39 |
|