Lodestone Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Sell |
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|
2025
Q2 | $205K | Sell |
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2025
Q1 | $220K | Sell |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $537K | Buy |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $472K | Buy |
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