Burton Enright Welch’s Vanguard Real Estate ETF VNQ Stock Holding History

Burton Enright Welch’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	$1.49M	Sell	16,742 -605	-3%	-$55.5K	0.2%	51
2025 Q4	$1.54M	Sell	17,347 -311	-2%	-$27.9K	0.22%	49
2025 Q3	$1.61M	Sell	17,658 -611	-3%	-$55.4K	0.24%	46
2025 Q2	$1.63M	Sell	18,269 -582	-3%	-$51.3K	0.28%	43
2025 Q1	$1.71M	Buy	18,851 +67	+0.4%	+$6.08K	0.35%	34
2024 Q4	$1.67M	Sell	18,784 -344	-2%	-$32.5K	0.35%	32
2024 Q3	$1.86M	Sell	19,128 -359	-2%	-$33.1K	0.4%	31
2024 Q2	$1.63M	Sell	19,487 -463	-2%	-$38.2K	0.38%	30
2024 Q1	$1.73M	Sell	19,950 -395	-2%	-$33.7K	0.42%	29
2023 Q4	$1.8M	Buy	20,345 +9,734	+92%	+$771K	0.48%	26
2023 Q3	$803K	Sell	10,611 -1,689	-14%	-$139K	0.25%	35
2023 Q2	$1.03M	Sell	12,300 -3,090	-20%	-$253K	0.32%	29
2023 Q1	$1.28M	Buy	15,390 +4,678	+44%	+$402K	0.49%	25
2022 Q4	$884K	Buy	10,712 +1,899	+22%	+$157K	0.37%	28
2022 Q3	$707K	Sell	8,813 -31,254	-78%	-$2.92M	0.35%	27
2022 Q2	$3.65M	Buy	+40,067	New	+$3.99M	2.19%	12

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