Abacus Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Abacus Wealth Partners’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,331	Closed	-$208K	–	102
2024 Q4	$208K	Hold	2,331	–	–	0.03%	84
2024 Q3	$227K	Sell	2,331 -420	-15%	-$38.7K	0.03%	83
2024 Q2	$230K	Buy	2,751 +92	+3%	+$7.6K	0.04%	75
2024 Q1	$230K	Buy	2,659 +60	+2%	+$5.13K	0.04%	80
2023 Q4	$230K	Buy	+2,599	New	+$206K	0.04%	70
2023 Q3	–	Sell	-4,472	Closed	-$374K	–	89
2023 Q2	$374K	Sell	4,472 -2,640	-37%	-$216K	0.11%	54
2023 Q1	$590K	Sell	7,112 -371	-5%	-$31.9K	0.2%	40
2022 Q4	$617K	Sell	7,483 -1,540	-17%	-$128K	0.22%	31
2022 Q3	$723K	Sell	9,023 -365	-4%	-$34.1K	0.38%	26
2022 Q2	$855K	Sell	9,388 -266	-3%	-$26.5K	0.44%	21
2022 Q1	$1.05M	Buy	9,654 +420	+5%	+$44.4K	0.47%	23
2021 Q4	$1.07M	Buy	9,234 +864	+10%	+$94.4K	0.38%	30
2021 Q3	$852K	Sell	8,370 -261	-3%	-$27.7K	0.31%	29
2021 Q2	$879K	Sell	8,631 -1,137	-12%	-$113K	0.34%	25
2021 Q1	$897K	Buy	9,768 +41	+0.4%	+$3.6K	0.64%	21
2020 Q4	$826K	Buy	+9,727	New	+$807K	0.72%	22

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abacus Wealth Partners's VNQ Position: Q1 2025 in Review

Abacus Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 2,331 shares — an estimated $208K sold.

Abacus Wealth Partners first reported a position in VNQ in Q4 2020 and held it in 16 quarters. The position peaked at $1.07M in Q4 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Abacus Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Abacus Wealth Partners sold 2,331 Vanguard Real Estate ETF shares in Q1 2025, an estimated $208K.
Abacus Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 16 quarters.
Abacus Wealth Partners's Vanguard Real Estate ETF position peaked at $1.07M in Q4 2021.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Abacus Wealth Partners's 13F filing for Q1 2025, filed 8 May 2025.