LW
Linscomb Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
3,467
-5
| -0.1% | -$445 | 0.01% | 262 |
|
|
2025
Q1 | $314K | Sell |
3,472
-25
| -0.7% | -$2.26K | 0.02% | 252 |
|
|
2024
Q4 | $312K | Sell |
3,497
-30
| -0.9% | -$2.67K | 0.02% | 251 |
|
|
2024
Q3 | $344K | Buy |
3,527
+60
| +2% | +$5.85K | 0.02% | 242 |
|
|
2024
Q2 | $290K | Hold |
3,467
| – | – | 0.02% | 245 |
|
|
2024
Q1 | $300K | Hold |
3,467
| – | – | 0.02% | 244 |
|
|
2023
Q4 | $306K | Buy |
3,467
+214
| +7% | +$18.9K | 0.02% | 245 |
|
|
2023
Q3 | $246K | Sell |
3,253
-730
| -18% | -$55.2K | 0.01% | 252 |
|
|
2023
Q2 | $333K | Sell |
3,983
-334
| -8% | -$27.9K | 0.02% | 240 |
|
|
2023
Q1 | $358K | Sell |
4,317
-716
| -14% | -$59.5K | 0.02% | 235 |
|
|
2022
Q4 | $415K | Buy |
5,033
+942
| +23% | +$77.7K | 0.02% | 243 |
|
|
2022
Q3 | $328K | Buy |
4,091
+1
| +0% | +$80 | 0.02% | 228 |
|
|
2022
Q2 | $373K | Sell |
4,090
-820
| -17% | -$74.8K | 0.02% | 222 |
|
|
2022
Q1 | $532K | Buy |
4,910
+287
| +6% | +$31.1K | 0.03% | 227 |
|
|
2021
Q4 | $536K | Buy |
+4,623
| New | +$536K | 0.03% | 221 |
|
|
2021
Q2 | – | Sell |
-2,275
| Closed | -$209K | – | 343 |
|
|
2021
Q1 | $209K | Sell |
2,275
-221
| -9% | -$20.3K | 0.01% | 313 |
|
|
2020
Q4 | $212K | Buy |
+2,496
| New | +$212K | 0.01% | 295 |
|
|
2020
Q1 | – | Sell |
-2,516
| Closed | -$234K | – | 425 |
|
|
2019
Q4 | $234K | Buy |
+2,516
| New | +$234K | 0.02% | 392 |
|
|
2013
Q4 | – | Sell |
-4,098
| Closed | -$271K | – | 249 |
|
|
2013
Q3 | $271K | Sell |
4,098
-760
| -16% | -$50.3K | 0.04% | 194 |
|
|
2013
Q2 | $334K | Buy |
+4,858
| New | +$334K | 0.05% | 169 |
|