Bar Harbor Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bar Harbor Wealth Management’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 Q2	$222K	Buy	+2,300	New	+$220K	0.01%	248
2025 Q2	–	Sell	-2,737	Closed	-$248K	–	264
2025 Q1	$248K	Sell	2,737 -492	-15%	-$44.7K	0.02%	228
2024 Q4	$288K	Buy	3,229 +195	+6%	+$18.4K	0.02%	214
2024 Q3	$296K	Buy	3,034 +107	+4%	+$9.85K	0.02%	225
2024 Q2	$245K	Sell	2,927 -224	-7%	-$18.5K	0.02%	234
2024 Q1	$272K	Hold	3,151	–	–	0.02%	224
2023 Q4	$278K	Sell	3,151 -100	-3%	-$7.92K	0.02%	220
2023 Q3	$246K	Hold	3,251	–	–	0.02%	221
2023 Q2	$272K	Sell	3,251 -95	-3%	-$7.78K	0.02%	219
2023 Q1	$278K	Sell	3,346 -764	-19%	-$65.6K	0.02%	216
2022 Q4	$339K	Sell	4,110 -190	-4%	-$15.8K	0.03%	212
2022 Q3	$345K	Sell	4,300 -462	-10%	-$43.2K	0.03%	206
2022 Q2	$434K	Buy	+4,762	New	+$475K	0.03%	198
2015 Q3	–	Sell	-4,599	Closed	-$344K	–	299
2015 Q2	$344K	Buy	4,599 +490	+12%	+$39.2K	0.04%	221
2015 Q1	$346K	Hold	4,109	–	–	0.04%	219
2014 Q4	$333K	Buy	+4,109	New	+$322K	0.04%	219

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Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return