LL
LPWM LLC’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 | $4.07M | Sell |
88,159
-8,601
| -9% | -$397K | 1.19% | 18 |
|
|
2025
Q1 | $3.91M | Buy |
96,760
+6,405
| +7% | +$259K | 1.26% | 18 |
|
|
2024
Q4 | $3.57M | Buy |
90,355
+17,632
| +24% | +$698K | 1.15% | 21 |
|
|
2024
Q3 | $3.4M | Buy |
72,723
+1,861
| +3% | +$87K | 1.11% | 21 |
|
|
2024
Q2 | $2.92M | Buy |
70,862
+1,307
| +2% | +$53.8K | 1.01% | 21 |
|
|
2024
Q1 | $2.85M | Buy |
69,555
+1,794
| +3% | +$73.4K | 1.05% | 20 |
|
|
2023
Q4 | $2.82M | Buy |
67,761
+1,892
| +3% | +$78.7K | 1.11% | 20 |
|
|
2023
Q3 | $2.53M | Buy |
65,869
+1,706
| +3% | +$65.5K | 1.14% | 18 |
|
|
2023
Q2 | $2.6M | Buy |
64,163
+8,103
| +14% | +$328K | 1.15% | 18 |
|
|
2023
Q1 | $2.27M | Buy |
56,060
+1,321
| +2% | +$53.6K | 1.09% | 19 |
|
|
2022
Q4 | $2.33M | Buy |
54,739
+1,025
| +2% | +$43.7K | 1.25% | 17 |
|
|
2022
Q3 | $2.05M | Buy |
53,714
+1,144
| +2% | +$43.7K | 1.22% | 16 |
|
|
2022
Q2 | $2.32M | Buy |
52,570
+2,799
| +6% | +$124K | 1.29% | 16 |
|
|
2022
Q1 | $2.58M | Buy |
49,771
+7,872
| +19% | +$408K | 1.28% | 16 |
|
|
2021
Q4 | $2.26M | Buy |
41,899
+1,890
| +5% | +$102K | 1.2% | 12 |
|
|
2021
Q3 | $2.25M | Buy |
40,009
+1,419
| +4% | +$79.8K | 1.34% | 11 |
|
|
2021
Q2 | $2.3M | Buy |
38,590
+1,436
| +4% | +$85.7K | 1.38% | 11 |
|
|
2021
Q1 | $2.08M | Buy |
37,154
+1,365
| +4% | +$76.5K | 1.4% | 12 |
|
|
2020
Q4 | $1.94M | Sell |
35,789
-136
| -0.4% | -$7.39K | 1.45% | 12 |
|
|
2020
Q3 | $1.77M | Buy |
35,925
+67
| +0.2% | +$3.29K | 1.43% | 12 |
|
|
2020
Q2 | $1.67M | Sell |
35,858
-2,087
| -6% | -$97.4K | 1.53% | 10 |
|
|
2020
Q1 | $1.63M | Buy |
37,945
+5,730
| +18% | +$246K | 1.77% | 10 |
|
|
2019
Q4 | $1.9M | Buy |
+32,215
| New | +$1.9M | 1.76% | 10 |
|