White Lighthouse Investment Management’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
$5.91M Buy
66,340
+5,437
+9% +$484K 0.96% 22
2025
Q1
$5.51M Buy
60,903
+3,908
+7% +$354K 0.98% 23
2024
Q4
$5.08M Buy
56,995
+2,473
+5% +$220K 0.89% 24
2024
Q3
$5.31M Buy
54,522
+1,280
+2% +$125K 0.95% 23
2024
Q2
$4.46M Buy
53,242
+10,193
+24% +$853K 0.86% 25
2024
Q1
$3.72M Buy
43,049
+3,864
+10% +$334K 0.76% 30
2023
Q4
$3.46M Buy
39,185
+5,244
+15% +$463K 0.76% 27
2023
Q3
$2.57M Buy
33,941
+1,715
+5% +$130K 0.62% 32
2023
Q2
$2.69M Sell
32,226
-1,948
-6% -$163K 0.64% 33
2023
Q1
$2.84M Buy
34,174
+2,786
+9% +$231K 0.71% 31
2022
Q4
$2.59M Buy
31,388
+420
+1% +$34.6K 0.7% 31
2022
Q3
$2.48M Buy
30,968
+1,982
+7% +$159K 0.72% 31
2022
Q2
$2.64M Sell
28,986
-382
-1% -$34.8K 0.76% 30
2022
Q1
$3.18M Buy
29,368
+562
+2% +$60.9K 0.81% 29
2021
Q4
$3.34M Buy
28,806
+551
+2% +$63.9K 0.83% 30
2021
Q3
$2.88M Buy
28,255
+1,062
+4% +$108K 0.77% 32
2021
Q2
$2.77M Buy
27,193
+1,852
+7% +$189K 0.76% 32
2021
Q1
$2.33M Buy
25,341
+402
+2% +$36.9K 0.71% 33
2020
Q4
$2.12M Sell
24,939
-1,246
-5% -$106K 0.68% 35
2020
Q3
$2.07M Sell
26,185
-2,570
-9% -$203K 0.72% 32
2020
Q2
$2.26M Sell
28,755
-5,142
-15% -$404K 0.83% 30
2020
Q1
$2.37M Sell
33,897
-223
-0.7% -$15.6K 0.99% 30
2019
Q4
$3.17M Buy
34,120
+1,447
+4% +$134K 1.16% 23
2019
Q3
$3.05M Buy
32,673
+2,597
+9% +$242K 1.23% 22
2019
Q2
$2.63M Buy
30,076
+5,215
+21% +$456K 1.1% 23
2019
Q1
$2.16M Buy
24,861
+2,478
+11% +$215K 0.99% 27
2018
Q4
$1.67M Buy
22,383
+1,719
+8% +$128K 0.92% 28
2018
Q3
$1.67M Buy
20,664
+717
+4% +$57.8K 0.85% 28
2018
Q2
$1.63M Buy
19,947
+690
+4% +$56.2K 0.89% 28
2018
Q1
$1.45M Sell
19,257
-2,264
-11% -$171K 0.83% 27
2017
Q4
$1.79M Buy
+21,521
New +$1.79M 1.03% 23