Lokken Investment Group’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
Q2 | $224K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | $252K | Buy |
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