Bogart Wealth LLC’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57.1K | Sell |
644
-10
| -2% | -$917 | ﹤0.01% | 458 |
|
|
2025
Q4 | $57.9K | Sell |
654
-11
| -2% | -$989 | ﹤0.01% | 435 |
|
|
2025
Q3 | $60.8K | Sell |
665
-152
| -19% | -$13.8K | ﹤0.01% | 416 |
|
|
2025
Q2 | $72.8K | Buy |
817
+164
| +25% | +$14.5K | ﹤0.01% | 373 |
|
|
2025
Q1 | $59.2K | Sell |
653
-21
| -3% | -$1.91K | ﹤0.01% | 391 |
|
|
2024
Q4 | $60K | Sell |
674
-52
| -7% | -$4.91K | ﹤0.01% | 377 |
|
|
2024
Q3 | $70.7K | Buy |
726
+2
| +0.3% | +$184 | ﹤0.01% | 349 |
|
|
2024
Q2 | $60.7K | Buy |
724
+208
| +40% | +$17.2K | ﹤0.01% | 369 |
|
|
2024
Q1 | $44.6K | Sell |
516
-76
| -13% | -$6.49K | ﹤0.01% | 402 |
|
|
2023
Q4 | $52.3K | Sell |
592
-96
| -14% | -$7.61K | ﹤0.01% | 372 |
|
|
2023
Q3 | $52.1K | Sell |
688
-327
| -32% | -$27K | ﹤0.01% | 343 |
|
|
2023
Q2 | $84.8K | Sell |
1,015
-295
| -23% | -$24.2K | 0.01% | 258 |
|
|
2023
Q1 | $109K | Sell |
1,310
-2,605
| -67% | -$224K | 0.01% | 224 |
|
|
2022
Q4 | $323K | Sell |
3,915
-1,449
| -27% | -$120K | 0.02% | 155 |
|
|
2022
Q3 | $430K | Sell |
5,364
-185,355
| -97% | -$17.3M | 0.04% | 132 |
|
|
2022
Q2 | $17.4M | Buy |
190,719
+190,247
| +40,307% | +$19M | 1.52% | 15 |
|
|
2022
Q1 | $51K | Sell |
472
-42
| -8% | -$4.45K | ﹤0.01% | 269 |
|
|
2021
Q4 | $60K | Buy |
514
+16
| +3% | +$1.75K | 0.01% | 243 |
|
|
2021
Q3 | $51K | Buy |
498
+40
| +9% | +$4.24K | 0.01% | 250 |
|
|
2021
Q2 | $47K | Hold |
458
| – | – | 0.01% | 246 |
|
|
2021
Q1 | $42K | Buy |
458
+78
| +21% | +$6.86K | 0.01% | 238 |
|
|
2020
Q4 | $32K | Hold |
380
| – | – | 0.01% | 229 |
|
|
2020
Q3 | $30K | Hold |
380
| – | – | 0.01% | 228 |
|
|
2020
Q2 | $30K | Hold |
380
| – | – | 0.01% | 211 |
|
|
2020
Q1 | $27K | Sell |
380
-10
| -3% | -$878 | 0.01% | 197 |
|
|
2019
Q4 | $36K | Buy |
390
+10
| +3% | +$926 | 0.01% | 194 |
|
|
2019
Q3 | $35K | Hold |
380
| – | – | 0.02% | 178 |
|
|
2019
Q2 | $33K | Hold |
380
| – | – | 0.02% | 166 |
|
|
2019
Q1 | $33K | Hold |
380
| – | – | 0.02% | 164 |
|
|
2018
Q4 | $28K | Hold |
380
| – | – | 0.01% | 181 |
|
|
2018
Q3 | $31K | Hold |
380
| – | – | 0.02% | 166 |
|
|
2018
Q2 | $30K | Sell |
380
-84
| -18% | -$6.51K | 0.02% | 176 |
|
|
2018
Q1 | $35K | Buy |
464
+23
| +5% | +$1.76K | 0.02% | 160 |
|
|
2017
Q4 | $37K | Hold |
441
| – | – | 0.02% | 161 |
|
|
2017
Q3 | $37K | Buy |
+441
| New | +$36.8K | 0.03% | 159 |
|
Other funds holding VNQ
Bogart Wealth LLC's VNQ Position: Q1 2026 in Review
Bogart Wealth LLC reduced its Vanguard Real Estate ETF (VNQ) stake by 1.5% in Q1 2026, selling an estimated $917 and leaving 644 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #458.
Bogart Wealth LLC first reported a position in VNQ in Q3 2017 and has held it in 35 quarters since. The position peaked at $17.4M in Q2 2022. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.
- Bogart Wealth LLC held 644 shares of Vanguard Real Estate ETF worth $57.1K as of Q1 2026.
- Bogart Wealth LLC sold 10 Vanguard Real Estate ETF shares in Q1 2026, an estimated $917.
- Vanguard Real Estate ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #458 holding.
- Bogart Wealth LLC first reported a position in Vanguard Real Estate ETF in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's Vanguard Real Estate ETF position peaked at $17.4M in Q2 2022.
- 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.