Life Planning Partners’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Sell |
14,383
-450
| -3% | -$20.8K | 0.53% | 38 |
|
|
2025
Q1 | $600K | Sell |
14,833
-999
| -6% | -$40.4K | 0.54% | 36 |
|
|
2024
Q4 | $626K | Sell |
15,832
-1,984
| -11% | -$78.5K | 0.58% | 35 |
|
|
2024
Q3 | $836K | Sell |
17,816
-27,700
| -61% | -$1.3M | 0.75% | 31 |
|
|
2024
Q2 | $1.85M | Sell |
45,516
-545
| -1% | -$22.1K | 1.68% | 15 |
|
|
2024
Q1 | $1.94M | Sell |
46,061
-3,223
| -7% | -$136K | 1.93% | 15 |
|
|
2023
Q4 | $2.1M | Buy |
+49,284
| New | +$2.1M | 2.07% | 11 |
|
|
2022
Q3 | $2.7M | Sell |
70,757
-93
| -0.1% | -$3.55K | 3.09% | 9 |
|
|
2022
Q2 | $3.14M | Buy |
70,850
+4,610
| +7% | +$204K | 3.53% | 8 |
|
|
2022
Q1 | $3.45M | Buy |
66,240
+1,288
| +2% | +$67K | 3.51% | 8 |
|
|
2021
Q4 | $3.5M | Buy |
+64,952
| New | +$3.5M | 3.52% | 8 |
|