LifePlan Investment Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.17M	Buy	71,256 +1,714	+2%	+$81.6K	1.24%	33
2025 Q4	$3.19M	Buy	69,542 +1,007	+1%	+$47.6K	1.3%	34
2025 Q3	$3.27M	Sell	68,535 -1,812	-3%	-$84.9K	1.37%	31
2025 Q2	$3.25M	Sell	70,347 -1,110	-2%	-$47.9K	1.61%	24
2025 Q1	$2.89M	Buy	71,457 +6,561	+10%	+$264K	1.66%	24
2024 Q4	$2.57M	Sell	64,896 -404	-0.6%	-$17.5K	1.59%	24
2024 Q3	$3.06M	Sell	65,300 -69	-0.1%	-$3K	1.96%	22
2024 Q2	$2.65M	Buy	65,369 +2,298	+4%	+$95K	1.91%	23
2024 Q1	$2.66M	Buy	63,071 +35,916	+132%	+$1.47M	2.12%	19
2023 Q4	$1.16M	Buy	27,155 +248	+0.9%	+$9.89K	1.06%	26
2023 Q3	$1.05M	Buy	26,907 +1,316	+5%	+$53.4K	1.11%	26
2023 Q2	$1.03M	Buy	+25,591	New	+$1.05M	1.15%	25