Lumature Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $232K | Buy |
|
|||||
|
2023
Q1 | $209K | Buy |
|
|||||
|
2022
Q4 | $207K | Sell |
|
|||||
|
2022
Q3 | $231K | Sell |
|
|||||
|
2022
Q2 | $264K | Sell |
|
|||||
|
2022
Q1 | $331K | Sell |
|
|||||
|
2021
Q4 | $382K | Sell |
|
|||||
|
2021
Q3 | $348K | Buy |
|
|||||
|
2021
Q2 | $338K | Sell |
|
|||||
|
2021
Q1 | $336K | Sell |
|
|||||
|
2020
Q4 | $320K | Buy |
|