Life Planning Partners’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 | $326K | Buy |
3,658
+339
| +10% | +$30.2K | 0.26% | 52 |
|
|
2025
Q1 | $301K | Buy |
3,319
+45
| +1% | +$4.08K | 0.27% | 48 |
|
|
2024
Q4 | $292K | Buy |
3,274
+3
| +0.1% | +$267 | 0.27% | 46 |
|
|
2024
Q3 | $319K | Buy |
3,271
+34
| +1% | +$3.31K | 0.28% | 46 |
|
|
2024
Q2 | $271K | Buy |
3,237
+30
| +0.9% | +$2.51K | 0.25% | 53 |
|
|
2024
Q1 | $277K | Buy |
3,207
+819
| +34% | +$70.8K | 0.28% | 54 |
|
|
2023
Q4 | $211K | Buy |
+2,388
| New | +$211K | 0.21% | 58 |
|
|
2022
Q3 | $234K | Buy |
2,921
+348
| +14% | +$27.9K | 0.27% | 46 |
|
|
2022
Q2 | $234K | Buy |
2,573
+21
| +0.8% | +$1.91K | 0.26% | 45 |
|
|
2022
Q1 | $277K | Hold |
2,552
| – | – | 0.28% | 43 |
|
|
2021
Q4 | $297K | Buy |
+2,552
| New | +$297K | 0.3% | 41 |
|