Blue Bell Private Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Blue Bell Private 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
2025 Q1	–	Sell	-23	Closed	-$2.05K	–	755
2024 Q4	$2.05K	Hold	23	–	–	﹤0.01%	590
2024 Q3	$2.24K	Sell	23 -145	-86%	-$13.4K	﹤0.01%	606
2024 Q2	$14.1K	Buy	168 +137	+442%	+$11.3K	﹤0.01%	485
2024 Q1	$2.68K	Buy	31 +8	+35%	+$684	﹤0.01%	618
2023 Q4	$2.03K	Hold	23	–	–	﹤0.01%	624
2023 Q3	$1.74K	Hold	23	–	–	﹤0.01%	583
2023 Q2	$1.92K	Hold	23	–	–	﹤0.01%	584
2023 Q1	$1.91K	Hold	23	–	–	﹤0.01%	551
2022 Q4	$1.9K	Sell	23 -201	-90%	-$16.7K	﹤0.01%	568
2022 Q3	$18K	Buy	+224	New	+$20.9K	0.01%	311

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

Blue Bell Private Wealth Management's VNQ Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 23 shares — an estimated $2.05K sold.

Blue Bell Private Wealth Management first reported a position in VNQ in Q3 2022 and held it in 10 quarters. The position peaked at $18K in Q3 2022. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 23 Vanguard Real Estate ETF shares in Q1 2025, an estimated $2.05K.
Blue Bell Private Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 10 quarters.
Blue Bell Private Wealth Management's Vanguard Real Estate ETF position peaked at $18K in Q3 2022.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.