LWM
LJI Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,619
| Closed | -$255K | – | 198 |
|
|
2024
Q3 | $255K | Sell |
2,619
-100
| -4% | -$9.74K | 0.05% | 165 |
|
|
2024
Q2 | $228K | Buy |
2,719
+142
| +6% | +$11.9K | 0.05% | 163 |
|
|
2024
Q1 | $223K | Buy |
2,577
+64
| +3% | +$5.54K | 0.06% | 134 |
|
|
2023
Q4 | $222K | Buy |
+2,513
| New | +$222K | 0.06% | 151 |
|
|
2023
Q3 | – | Sell |
-2,410
| Closed | -$201K | – | 185 |
|
|
2023
Q2 | $201K | Buy |
+2,410
| New | +$201K | 0.06% | 149 |
|
|
2023
Q1 | – | Sell |
-3,035
| Closed | -$250K | – | 170 |
|
|
2022
Q4 | $250K | Buy |
+3,035
| New | +$250K | 0.09% | 117 |
|