LWM
Lodestone 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 | $205K | Sell |
2,297
-128
| -5% | -$11.4K | 0.1% | 164 |
|
|
2025
Q1 | $220K | Sell |
2,425
-54
| -2% | -$4.89K | 0.12% | 148 |
|
|
2024
Q4 | $221K | Sell |
2,479
-131
| -5% | -$11.7K | 0.11% | 142 |
|
|
2024
Q3 | $254K | Sell |
2,610
-3,242
| -55% | -$316K | 0.13% | 126 |
|
|
2024
Q2 | $490K | Sell |
5,852
-252
| -4% | -$21.1K | 0.26% | 93 |
|
|
2024
Q1 | $528K | Buy |
6,104
+32
| +0.5% | +$2.77K | 0.28% | 85 |
|
|
2023
Q4 | $537K | Buy |
6,072
+57
| +0.9% | +$5.04K | 0.31% | 75 |
|
|
2023
Q3 | $455K | Buy |
6,015
+748
| +14% | +$56.6K | 0.32% | 74 |
|
|
2023
Q2 | $440K | Sell |
5,267
-148
| -3% | -$12.4K | 0.3% | 81 |
|
|
2023
Q1 | $450K | Sell |
5,415
-311
| -5% | -$25.8K | 0.35% | 72 |
|
|
2022
Q4 | $472K | Buy |
+5,726
| New | +$472K | 0.38% | 69 |
|