LGWM
Litman Gregory Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
15,965
+1,069
| +7% | +$95.2K | 0.11% | 65 |
|
|
2025
Q1 | $1.35M | Buy |
14,896
+3,131
| +27% | +$283K | 0.12% | 64 |
|
|
2024
Q4 | $1.05M | Buy |
11,765
+606
| +5% | +$54K | 0.09% | 69 |
|
|
2024
Q3 | $1.09M | Buy |
11,159
+136
| +1% | +$13.3K | 0.09% | 71 |
|
|
2024
Q2 | $923K | Sell |
11,023
-1,452
| -12% | -$122K | 0.08% | 74 |
|
|
2024
Q1 | $1.08M | Buy |
12,475
+2,983
| +31% | +$258K | 0.1% | 71 |
|
|
2023
Q4 | $839K | Buy |
9,492
+205
| +2% | +$18.1K | 0.08% | 75 |
|
|
2023
Q3 | $703K | Buy |
9,287
+102
| +1% | +$7.72K | 0.07% | 77 |
|
|
2023
Q2 | $767K | Buy |
+9,185
| New | +$767K | 0.1% | 49 |
|
|
2023
Q1 | – | Sell |
-8,011
| Closed | -$661K | – | 101 |
|
|
2022
Q4 | $661K | Buy |
8,011
+341
| +4% | +$28.1K | 0.09% | 53 |
|
|
2022
Q3 | $615K | Sell |
7,670
-16,986
| -69% | -$1.36M | 0.1% | 47 |
|
|
2022
Q2 | $2.25M | Sell |
24,656
-4,616
| -16% | -$420K | 0.33% | 37 |
|
|
2022
Q1 | $3.17M | Buy |
29,272
+490
| +2% | +$53.1K | 0.46% | 31 |
|
|
2021
Q4 | $3.34M | Buy |
28,782
+1,191
| +4% | +$138K | 0.57% | 28 |
|
|
2021
Q3 | $2.81M | Buy |
27,591
+25,005
| +967% | +$2.54M | 0.53% | 27 |
|
|
2021
Q2 | $2.59K | Sell |
2,586
-29,920
| -92% | -$29.9K | 0.48% | 27 |
|
|
2021
Q1 | $2.99M | Buy |
32,506
+105
| +0.3% | +$9.65K | 0.58% | 23 |
|
|
2020
Q4 | $2.75M | Buy |
32,401
+2,848
| +10% | +$242K | 0.51% | 25 |
|
|
2020
Q3 | $2.33M | Buy |
29,553
+1,295
| +5% | +$102K | 0.48% | 25 |
|
|
2020
Q2 | $2.22M | Buy |
28,258
+972
| +4% | +$76.3K | 0.49% | 25 |
|
|
2020
Q1 | $1.91M | Buy |
27,286
+2,033
| +8% | +$142K | 0.48% | 26 |
|
|
2019
Q4 | $2.34M | Buy |
25,253
+1,003
| +4% | +$93.1K | 0.52% | 25 |
|
|
2019
Q3 | $2.26M | Sell |
24,250
-347
| -1% | -$32.4K | 0.55% | 25 |
|
|
2019
Q2 | $2.15M | Sell |
24,597
-1,191
| -5% | -$104K | 0.57% | 23 |
|
|
2019
Q1 | $2.24M | Sell |
25,788
-1,729
| -6% | -$150K | 0.61% | 23 |
|
|
2018
Q4 | $2.05M | Buy |
27,517
+333
| +1% | +$24.8K | 0.63% | 23 |
|
|
2018
Q3 | $2.19M | Sell |
27,184
-3,406
| -11% | -$275K | 0.74% | 22 |
|
|
2018
Q2 | $2.49M | Sell |
30,590
-2,249
| -7% | -$183K | 0.98% | 18 |
|
|
2018
Q1 | $2.48M | Buy |
32,839
+7,646
| +30% | +$577K | 1.01% | 16 |
|
|
2017
Q4 | $2.09K | Sell |
25,193
-5,212
| -17% | -$433 | 0.63% | 16 |
|
|
2017
Q3 | $2.53M | Buy |
30,405
+13,593
| +81% | +$1.13M | 1.23% | 12 |
|
|
2017
Q2 | $1.4M | Sell |
16,812
-1,900
| -10% | -$158K | 0.8% | 12 |
|
|
2017
Q1 | $1.55M | Sell |
18,712
-150
| -0.8% | -$12.4K | 0.96% | 14 |
|
|
2016
Q4 | $1.56M | Buy |
18,862
+1,821
| +11% | +$150K | 1.05% | 13 |
|
|
2016
Q3 | $1.48M | Buy |
17,041
+1,449
| +9% | +$126K | 1.08% | 12 |
|
|
2016
Q2 | $1.38M | Buy |
15,592
+3,837
| +33% | +$340K | 1.1% | 11 |
|
|
2016
Q1 | $985K | Sell |
11,755
-1,016
| -8% | -$85.1K | 0.78% | 15 |
|
|
2015
Q4 | $1.02M | Buy |
+12,771
| New | +$1.02M | 0.73% | 17 |
|
|
2014
Q3 | $918K | Buy |
12,771
+526
| +4% | +$37.8K | 1.23% | 9 |
|
|
2014
Q2 | $916K | Sell |
12,245
-875
| -7% | -$65.5K | 1.64% | 9 |
|
|
2014
Q1 | $927K | Buy |
+13,120
| New | +$927K | 1.12% | 11 |
|