LA
LM Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Sell |
40,976
-1,838
| -4% | -$164K | 0.47% | 33 |
|
|
2025
Q1 | $3.88M | Sell |
42,814
-2,976
| -6% | -$269K | 0.7% | 28 |
|
|
2024
Q4 | $4.08M | Sell |
45,790
-916
| -2% | -$81.6K | 0.73% | 28 |
|
|
2024
Q3 | $4.44M | Sell |
46,706
-4,654
| -9% | -$442K | 0.9% | 20 |
|
|
2024
Q2 | $4.21M | Sell |
51,360
-1,571
| -3% | -$129K | 0.01% | 45 |
|
|
2024
Q1 | $4.48M | Sell |
52,931
-2,335
| -4% | -$198K | 0.71% | 25 |
|
|
2023
Q4 | $4.88M | Buy |
+55,266
| New | +$4.88M | 0.98% | 20 |
|