LWA
Lowe Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $139K | Buy |
3,004
+2,253
| +300% | +$104K | 0.05% | 74 |
|
2025
Q1 | $30.4K | Hold |
751
| – | – | 0.01% | 165 |
|
2024
Q4 | $29.7K | Buy |
+751
| New | +$29.7K | 0.01% | 162 |
|
2024
Q2 | – | Sell |
-110
| Closed | -$4.64K | – | 332 |
|
2024
Q1 | $4.64K | Hold |
110
| – | – | ﹤0.01% | 247 |
|
2023
Q4 | $4.69K | Hold |
110
| – | – | ﹤0.01% | 255 |
|
2023
Q3 | $4.28K | Sell |
110
-73
| -40% | -$2.84K | ﹤0.01% | 241 |
|
2023
Q2 | $7.36K | Hold |
183
| – | – | ﹤0.01% | 242 |
|
2023
Q1 | $7.42K | Hold |
183
| – | – | ﹤0.01% | 231 |
|
2022
Q4 | $7.57K | Hold |
183
| – | – | ﹤0.01% | 229 |
|
2022
Q3 | $7K | Hold |
183
| – | – | ﹤0.01% | 226 |
|
2022
Q2 | $8K | Hold |
183
| – | – | ﹤0.01% | 206 |
|
2022
Q1 | $10K | Buy |
+183
| New | +$10K | ﹤0.01% | 200 |
|