LWP
Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $45.3K | Sell |
1,127
-137
| -11% | -$5.51K | 0.03% | 226 |
|
|
2023
Q1 | $51.3K | Hold |
1,264
| – | – | 0.03% | 218 |
|
|
2022
Q4 | $52.3K | Hold |
1,264
| – | – | 0.03% | 216 |
|
|
2022
Q3 | $48K | Sell |
1,264
-363
| -22% | -$13.8K | 0.03% | 232 |
|
|
2022
Q2 | $72K | Sell |
1,627
-861
| -35% | -$38.1K | 0.03% | 217 |
|
|
2022
Q1 | $129K | Sell |
2,488
-435
| -15% | -$22.6K | 0.05% | 197 |
|
|
2021
Q4 | $158K | Sell |
2,923
-626
| -18% | -$33.8K | 0.06% | 154 |
|
|
2021
Q3 | $200K | Sell |
3,549
-375
| -10% | -$21.1K | 0.08% | 145 |
|
|
2021
Q2 | $229K | Sell |
3,924
-420
| -10% | -$24.5K | 0.09% | 130 |
|
|
2021
Q1 | $242K | Sell |
4,344
-631
| -13% | -$35.2K | 0.13% | 111 |
|
|
2020
Q4 | $270K | Buy |
+4,975
| New | +$270K | 0.26% | 108 |
|