LWM
Liberty Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
3,987
-4,764
| -54% | -$424K | 0.06% | 154 |
|
|
2025
Q1 | $792K | Buy |
8,751
+468
| +6% | +$42.4K | 0.15% | 70 |
|
|
2024
Q4 | $738K | Buy |
8,283
+513
| +7% | +$45.7K | 0.12% | 92 |
|
|
2024
Q3 | $757K | Buy |
7,770
+115
| +2% | +$11.2K | 0.13% | 90 |
|
|
2024
Q2 | $641K | Buy |
7,655
+206
| +3% | +$17.3K | 0.12% | 98 |
|
|
2024
Q1 | $644K | Sell |
7,449
-41,274
| -85% | -$3.57M | 0.13% | 93 |
|
|
2023
Q4 | $657K | Buy |
48,723
+40,619
| +501% | +$548K | 0.14% | 83 |
|
|
2023
Q3 | $613K | Buy |
8,104
+155
| +2% | +$11.7K | 0.15% | 79 |
|
|
2023
Q2 | $664K | Buy |
7,949
+390
| +5% | +$32.6K | 0.16% | 72 |
|
|
2023
Q1 | $628K | Buy |
+7,559
| New | +$628K | 0.13% | 100 |
|
|
2022
Q3 | $903K | Buy |
11,272
+324
| +3% | +$26K | 0.24% | 54 |
|
|
2022
Q2 | $997K | Buy |
10,948
+592
| +6% | +$53.9K | 0.4% | 48 |
|
|
2022
Q1 | $1.12M | Buy |
+10,356
| New | +$1.12M | 0.4% | 45 |
|
|
2021
Q4 | – | Sell |
-8,010
| Closed | -$818K | – | 65 |
|
|
2021
Q3 | $818K | Buy |
8,010
+1,016
| +15% | +$104K | 0.29% | 50 |
|
|
2021
Q2 | $709K | Buy |
6,994
+5,578
| +394% | +$565K | 0.28% | 54 |
|
|
2021
Q1 | $123K | Hold |
1,416
| – | – | 0.06% | 156 |
|
|
2020
Q4 | $123K | Sell |
1,416
-82
| -5% | -$7.12K | 0.06% | 154 |
|
|
2020
Q3 | $118K | Buy |
1,498
+385
| +35% | +$30.3K | 0.07% | 146 |
|
|
2020
Q2 | $87K | Sell |
1,113
-141
| -11% | -$11K | 0.06% | 161 |
|
|
2020
Q1 | $88K | Sell |
1,254
-305
| -20% | -$21.4K | 0.08% | 152 |
|
|
2019
Q4 | $145K | Buy |
1,559
+304
| +24% | +$28.3K | 0.11% | 121 |
|
|
2019
Q3 | $117K | Sell |
1,255
-657
| -34% | -$61.3K | 0.11% | 132 |
|
|
2019
Q2 | $167K | Buy |
1,912
+672
| +54% | +$58.7K | 0.15% | 119 |
|
|
2019
Q1 | $107K | Sell |
1,240
-134,644
| -99% | -$11.6M | 0.08% | 132 |
|
|
2018
Q4 | $10.1M | Buy |
+135,884
| New | +$10.1M | 7.56% | 3 |
|