LMG Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Buy |
64,418
+324
| +0.5% | +$28.9K | 1.18% | 28 |
|
|
2025
Q1 | $5.8M | Sell |
64,094
-608
| -0.9% | -$55K | 1.29% | 27 |
|
|
2024
Q4 | $5.76M | Buy |
64,702
+762
| +1% | +$67.9K | 1.26% | 28 |
|
|
2024
Q3 | $6.23M | Sell |
63,940
-135
| -0.2% | -$13.2K | 1.43% | 25 |
|
|
2024
Q2 | $5.37M | Buy |
64,075
+1,364
| +2% | +$114K | 1.34% | 25 |
|
|
2024
Q1 | $5.42M | Sell |
62,711
-1,839
| -3% | -$159K | 1.37% | 26 |
|
|
2023
Q4 | $5.7M | Buy |
64,550
+768
| +1% | +$67.9K | 1.58% | 25 |
|
|
2023
Q3 | $4.83M | Buy |
63,782
+1,575
| +3% | +$119K | 1.47% | 26 |
|
|
2023
Q2 | $5.2M | Sell |
62,207
-778
| -1% | -$65K | 1.59% | 21 |
|
|
2023
Q1 | $5.23M | Buy |
62,985
+3,058
| +5% | +$254K | 1.69% | 20 |
|
|
2022
Q4 | $5.3M | Buy |
+59,927
| New | +$5.3M | 1.75% | 20 |
|