LWA
Lowe Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
5,004
+1,148
| +30% | +$102K | 0.17% | 39 |
|
|
2025
Q1 | $349K | Buy |
3,856
+623
| +19% | +$56.4K | 0.15% | 40 |
|
|
2024
Q4 | $288K | Buy |
3,233
+781
| +32% | +$69.6K | 0.12% | 42 |
|
|
2024
Q3 | $239K | Sell |
2,452
-100
| -4% | -$9.74K | 0.1% | 47 |
|
|
2024
Q2 | $214K | Buy |
2,552
+286
| +13% | +$24K | 0.1% | 45 |
|
|
2024
Q1 | $196K | Buy |
2,266
+460
| +25% | +$39.8K | 0.09% | 50 |
|
|
2023
Q4 | $160K | Buy |
1,806
+195
| +12% | +$17.2K | 0.08% | 57 |
|
|
2023
Q3 | $122K | Sell |
1,611
-40
| -2% | -$3.03K | 0.06% | 63 |
|
|
2023
Q2 | $138K | Sell |
1,651
-265
| -14% | -$22.1K | 0.07% | 62 |
|
|
2023
Q1 | $159K | Sell |
1,916
-11,943
| -86% | -$992K | 0.09% | 52 |
|
|
2022
Q4 | $1.14M | Sell |
13,859
-485
| -3% | -$40K | 0.63% | 18 |
|
|
2022
Q3 | $1.15M | Sell |
14,344
-2,291
| -14% | -$184K | 0.68% | 15 |
|
|
2022
Q2 | $1.52M | Buy |
16,635
+344
| +2% | +$31.4K | 0.83% | 15 |
|
|
2022
Q1 | $1.77M | Buy |
16,291
+1,832
| +13% | +$198K | 0.8% | 15 |
|
|
2021
Q4 | $1.68M | Buy |
14,459
+1,731
| +14% | +$201K | 0.74% | 14 |
|
|
2021
Q3 | $1.3M | Buy |
12,728
+2,258
| +22% | +$230K | 0.61% | 19 |
|
|
2021
Q2 | $1.07M | Buy |
10,470
+4,790
| +84% | +$488K | 0.51% | 20 |
|
|
2021
Q1 | $522K | Buy |
+5,680
| New | +$522K | 0.26% | 24 |
|
|
2016
Q1 | – | Sell |
-70
| Closed | -$6K | – | 236 |
|
|
2015
Q4 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 150 |
|