LifePlan Investment Advisors’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 | $3.25M | Sell |
70,347
-1,110
| -2% | -$51.2K | 1.61% | 24 |
|
|
2025
Q1 | $2.89M | Buy |
71,457
+6,561
| +10% | +$265K | 1.66% | 24 |
|
|
2024
Q4 | $2.57M | Sell |
64,896
-404
| -0.6% | -$16K | 1.59% | 24 |
|
|
2024
Q3 | $3.06M | Sell |
65,300
-69
| -0.1% | -$3.24K | 1.96% | 22 |
|
|
2024
Q2 | $2.65M | Buy |
65,369
+2,298
| +4% | +$93.2K | 1.91% | 23 |
|
|
2024
Q1 | $2.66M | Buy |
63,071
+35,916
| +132% | +$1.51M | 2.12% | 19 |
|
|
2023
Q4 | $1.16M | Buy |
27,155
+248
| +0.9% | +$10.6K | 1.06% | 26 |
|
|
2023
Q3 | $1.05M | Buy |
26,907
+1,316
| +5% | +$51.2K | 1.11% | 26 |
|
|
2023
Q2 | $1.03M | Buy |
+25,591
| New | +$1.03M | 1.15% | 25 |
|