LL
LPWM LLC’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Buy |
62,998
+1,232
| +2% | +$110K | 1.64% | 11 |
|
|
2025
Q1 | $5.59M | Buy |
61,766
+4,287
| +7% | +$388K | 1.8% | 11 |
|
|
2024
Q4 | $5.12M | Buy |
57,479
+4,834
| +9% | +$431K | 1.64% | 15 |
|
|
2024
Q3 | $5.03M | Buy |
52,645
+1,030
| +2% | +$98.4K | 1.65% | 14 |
|
|
2024
Q2 | $4.32M | Buy |
51,615
+941
| +2% | +$78.8K | 1.49% | 14 |
|
|
2024
Q1 | $4.18M | Buy |
50,674
+1,018
| +2% | +$83.9K | 1.53% | 14 |
|
|
2023
Q4 | $4.3M | Buy |
49,656
+821
| +2% | +$71.1K | 1.7% | 13 |
|
|
2023
Q3 | $3.63M | Buy |
48,835
+1,089
| +2% | +$80.9K | 1.63% | 12 |
|
|
2023
Q2 | $4.03M | Buy |
47,746
+4,822
| +11% | +$407K | 1.78% | 11 |
|
|
2023
Q1 | $3.56M | Buy |
42,924
+939
| +2% | +$78K | 1.71% | 11 |
|
|
2022
Q4 | $3.55M | Buy |
41,985
+4,446
| +12% | +$376K | 1.91% | 10 |
|
|
2022
Q3 | $3.01M | Buy |
37,539
+520
| +1% | +$41.7K | 1.79% | 10 |
|
|
2022
Q2 | $3.41M | Buy |
37,019
+798
| +2% | +$73.5K | 1.9% | 10 |
|
|
2022
Q1 | $3.97M | Sell |
36,221
-1,986
| -5% | -$218K | 1.98% | 9 |
|
|
2021
Q4 | $4.43M | Buy |
38,207
+907
| +2% | +$105K | 2.35% | 7 |
|
|
2021
Q3 | $3.85M | Buy |
37,300
+878
| +2% | +$90.6K | 2.29% | 7 |
|
|
2021
Q2 | $3.83M | Buy |
36,422
+1,015
| +3% | +$107K | 2.3% | 7 |
|
|
2021
Q1 | $3.31M | Buy |
35,407
+1,074
| +3% | +$100K | 2.23% | 7 |
|
|
2020
Q4 | $2.92M | Sell |
34,333
-4,661
| -12% | -$396K | 2.18% | 7 |
|
|
2020
Q3 | $3.14M | Buy |
38,994
+2
| +0% | +$161 | 2.55% | 8 |
|
|
2020
Q2 | $3.06M | Sell |
38,992
-1,921
| -5% | -$151K | 2.79% | 8 |
|
|
2020
Q1 | $2.86M | Buy |
40,913
+6,380
| +18% | +$446K | 3.11% | 8 |
|
|
2019
Q4 | $3.2M | Buy |
+34,533
| New | +$3.2M | 2.96% | 8 |
|