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 |
|