LWP
Lumature Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $232K | Buy |
2,775
+258
| +10% | +$21.6K | 0.14% | 145 |
|
|
2023
Q1 | $209K | Buy |
2,517
+11
| +0.4% | +$913 | 0.12% | 153 |
|
|
2022
Q4 | $207K | Sell |
2,506
-380
| -13% | -$31.3K | 0.12% | 148 |
|
|
2022
Q3 | $231K | Sell |
2,886
-15
| -0.5% | -$1.2K | 0.12% | 129 |
|
|
2022
Q2 | $264K | Sell |
2,901
-152
| -5% | -$13.8K | 0.12% | 124 |
|
|
2022
Q1 | $331K | Sell |
3,053
-242
| -7% | -$26.2K | 0.13% | 113 |
|
|
2021
Q4 | $382K | Sell |
3,295
-120
| -4% | -$13.9K | 0.15% | 113 |
|
|
2021
Q3 | $348K | Buy |
3,415
+92
| +3% | +$9.38K | 0.14% | 111 |
|
|
2021
Q2 | $338K | Sell |
3,323
-331
| -9% | -$33.7K | 0.14% | 106 |
|
|
2021
Q1 | $336K | Sell |
3,654
-112
| -3% | -$10.3K | 0.18% | 100 |
|
|
2020
Q4 | $320K | Buy |
+3,766
| New | +$320K | 0.3% | 97 |
|