LFA
LifeGuide Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Sell |
47,882
-15,148
| -24% | -$1.35M | 1.57% | 11 |
|
|
2025
Q1 | $5.71M | Sell |
63,030
-601,696
| -91% | -$54.5M | 2.33% | 10 |
|
|
2024
Q4 | $59.2M | Buy |
664,726
+6,523
| +1% | +$581K | 25.4% | 1 |
|
|
2024
Q3 | $64.1M | Buy |
658,203
+10,377
| +2% | +$1.01M | 27.35% | 1 |
|
|
2024
Q2 | $54.3M | Buy |
647,826
+27,292
| +4% | +$2.29M | 26.36% | 1 |
|
|
2024
Q1 | $53.7M | Buy |
620,534
+33,097
| +6% | +$2.86M | 27.03% | 1 |
|
|
2023
Q4 | $51.9M | Buy |
587,437
+11,547
| +2% | +$1.02M | 27.44% | 1 |
|
|
2023
Q3 | $43.6M | Buy |
575,890
+42,934
| +8% | +$3.25M | 25.46% | 1 |
|
|
2023
Q2 | $44.5M | Buy |
532,956
+16,790
| +3% | +$1.4M | 30.1% | 1 |
|
|
2023
Q1 | $42.9M | Buy |
516,166
+19,522
| +4% | +$1.62M | 34.49% | 1 |
|
|
2022
Q4 | $41M | Buy |
496,644
+22,564
| +5% | +$1.86M | 35.52% | 1 |
|
|
2022
Q3 | $38M | Buy |
474,080
+23,265
| +5% | +$1.87M | 37.16% | 1 |
|
|
2022
Q2 | $41.1M | Buy |
450,815
+25,097
| +6% | +$2.29M | 37.5% | 1 |
|
|
2022
Q1 | $46.1M | Buy |
425,718
+11,707
| +3% | +$1.27M | 35.61% | 1 |
|
|
2021
Q4 | $48M | Buy |
+414,011
| New | +$48M | 35.82% | 1 |
|