LRI Investments’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
153,196
-2,738
| -2% | -$244K | 1.16% | 17 |
|
|
2025
Q1 | $14.1M | Buy |
155,934
+16,421
| +12% | +$1.49M | 1.36% | 12 |
|
|
2024
Q4 | $12.4M | Buy |
139,513
+461
| +0.3% | +$41.1K | 1.2% | 12 |
|
|
2024
Q3 | $13M | Sell |
139,052
-3,031
| -2% | -$284K | 1.26% | 10 |
|
|
2024
Q2 | $11.9M | Buy |
142,083
+7,546
| +6% | +$632K | 1.35% | 13 |
|
|
2024
Q1 | $11.6M | Buy |
+134,537
| New | +$11.6M | 2.94% | 9 |
|