LIM
Loudon Investment 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 | $650K | Hold |
7,295
| – | – | 0.36% | 65 |
|
|
2025
Q1 | $660K | Hold |
7,295
| – | – | 0.38% | 61 |
|
|
2024
Q4 | $650K | Hold |
7,295
| – | – | 0.37% | 60 |
|
|
2024
Q3 | $711K | Hold |
7,295
| – | – | 0.39% | 57 |
|
|
2024
Q2 | $611K | Hold |
7,295
| – | – | 0.36% | 62 |
|
|
2024
Q1 | $631K | Hold |
7,295
| – | – | 0.36% | 60 |
|
|
2023
Q4 | $645K | Sell |
7,295
-890
| -11% | -$78.6K | 0.4% | 62 |
|
|
2023
Q3 | $619K | Hold |
8,185
| – | – | 0.43% | 57 |
|
|
2023
Q2 | $684K | Hold |
8,185
| – | – | 0.45% | 57 |
|
|
2023
Q1 | $680K | Hold |
8,185
| – | – | 0.47% | 56 |
|
|
2022
Q4 | $675K | Sell |
8,185
-46
| -0.6% | -$3.79K | 0.49% | 57 |
|
|
2022
Q3 | $660K | Hold |
8,231
| – | – | 0.53% | 51 |
|
|
2022
Q2 | $750K | Hold |
8,231
| – | – | 0.56% | 52 |
|
|
2022
Q1 | $892K | Sell |
8,231
-200
| -2% | -$21.7K | 0.59% | 48 |
|
|
2021
Q4 | $978K | Hold |
8,431
| – | – | 0.62% | 44 |
|
|
2021
Q3 | $858K | Sell |
8,431
-205
| -2% | -$20.9K | 0.61% | 45 |
|
|
2021
Q2 | $879K | Buy |
8,636
+46
| +0.5% | +$4.68K | 0.6% | 48 |
|
|
2021
Q1 | $789K | Hold |
8,590
| – | – | 0.57% | 46 |
|
|
2020
Q4 | $730K | Hold |
8,590
| – | – | 0.57% | 45 |
|
|
2020
Q3 | $678K | Hold |
8,590
| – | – | 0.57% | 45 |
|
|
2020
Q2 | $675K | Hold |
8,590
| – | – | 0.58% | 48 |
|
|
2020
Q1 | $600K | Hold |
8,590
| – | – | 0.63% | 47 |
|
|
2019
Q4 | $797K | Hold |
8,590
| – | – | 0.62% | 47 |
|
|
2019
Q3 | $801K | Sell |
8,590
-300
| -3% | -$28K | 0.67% | 45 |
|
|
2019
Q2 | $777K | Hold |
8,890
| – | – | 0.66% | 45 |
|
|
2019
Q1 | $773K | Hold |
8,890
| – | – | 0.68% | 44 |
|
|
2018
Q4 | $663K | Hold |
8,890
| – | – | 0.63% | 49 |
|
|
2018
Q3 | $717K | Hold |
8,890
| – | – | 0.58% | 49 |
|
|
2018
Q2 | $724K | Buy |
8,890
+1,190
| +15% | +$96.9K | 0.58% | 49 |
|
|
2018
Q1 | $581K | Hold |
7,700
| – | – | 0.46% | 51 |
|
|
2017
Q4 | $639K | Hold |
7,700
| – | – | 0.48% | 49 |
|
|
2017
Q3 | $640K | Hold |
7,700
| – | – | 0.5% | 51 |
|
|
2017
Q2 | $641K | Hold |
7,700
| – | – | 0.49% | 52 |
|
|
2017
Q1 | $636K | Hold |
7,700
| – | – | 0.48% | 52 |
|
|
2016
Q4 | $635K | Hold |
7,700
| – | – | 0.5% | 46 |
|
|
2016
Q3 | $668K | Hold |
7,700
| – | – | 0.52% | 49 |
|
|
2016
Q2 | $683K | Sell |
7,700
-115
| -1% | -$10.2K | 0.54% | 46 |
|
|
2016
Q1 | $655K | Buy |
7,815
+115
| +1% | +$9.64K | 0.53% | 44 |
|
|
2015
Q4 | $614K | Hold |
7,700
| – | – | 0.49% | 45 |
|
|
2015
Q3 | $582K | Hold |
7,700
| – | – | 0.5% | 42 |
|
|
2015
Q2 | $575K | Hold |
7,700
| – | – | 0.44% | 44 |
|
|
2015
Q1 | $649K | Hold |
7,700
| – | – | 0.49% | 44 |
|
|
2014
Q4 | $624K | Hold |
7,700
| – | – | 0.47% | 45 |
|
|
2014
Q3 | $553K | Hold |
7,700
| – | – | 0.39% | 54 |
|
|
2014
Q2 | $576K | Hold |
7,700
| – | – | 0.4% | 54 |
|
|
2014
Q1 | $544K | Hold |
7,700
| – | – | 0.39% | 59 |
|
|
2013
Q4 | $497K | Buy |
+7,700
| New | +$497K | 0.36% | 59 |
|