Balanced Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Balanced Wealth Group’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
2026 Q1	$4.86M	Sell	54,798 -1,291	-2%	-$118K	1.74%	15
2025 Q4	$5.14M	Buy	56,089 +918	+2%	+$82.5K	1.88%	14
2025 Q3	$4.95M	Buy	55,171 +438	+0.8%	+$39.7K	2.17%	12
2025 Q2	$4.88M	Sell	54,733 -5,260	-9%	-$464K	2.12%	13
2025 Q1	$5.43M	Sell	59,993 -579	-1%	-$52.6K	2.63%	11
2024 Q4	$5.37M	Sell	60,572 -51,461	-46%	-$4.86M	2.41%	11
2024 Q3	$10.8M	Sell	112,033 -161,493	-59%	-$14.9M	4.77%	5
2024 Q2	$12.1M	Buy	273,526 +14,180	+5%	+$1.17M	5.49%	5
2024 Q1	$10.9M	Buy	259,346 +175,055	+208%	+$15M	4.87%	5
2023 Q4	$7.45M	Buy	+84,291	New	+$6.68M	3.87%	6

Other funds holding VNQ

Empower Advisory Group

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

Northwestern Mutual Wealth Management

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

Creative Planning

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

Bank of America

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

Wealthfront Advisers

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

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

State of New Jersey Common Pension Fund D

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return