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Carolinas Wealth Consulting’s Vanguard Real Estate ETF VNQ Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-11,813
Closed -$1.07M – 925
2025
Q1 		$1.07M Buy
11,813
+20
+0.2% +$1.81K 0.23% 62
2024
Q4 		$1.05M Buy
11,793
+174
+1% +$16.4K 0.21% 63
2024
Q3 		$1.14M Sell
11,619
-1,712
-13% -$158K 0.21% 65
2024
Q2 		$1.13M Sell
13,331
-637
-5% -$52.6K 0.22% 62
2024
Q1 		$1.21M Buy
13,968
+1,966
+16% +$168K 0.24% 56
2023
Q4 		$1.06M Sell
12,002
-3,042
-20% -$241K 0.23% 59
2023
Q3 		$1.1M Sell
15,044
-1,605
-10% -$132K 0.27% 52
2023
Q2 		$1.41M Buy
16,649
+221
+1% +$18.1K 0.28% 57
2023
Q1 		$1.36M Buy
16,428
+590
+4% +$50.7K 0.29% 56
2022
Q4 		$1.31M Sell
15,838
-1,948
-11% -$162K 0.3% 56
2022
Q3 		$1.43M Buy
17,786
+166
+0.9% +$15.5K 0.36% 45
2022
Q2 		$1.6M Sell
17,620
-115
-0.6% -$11.5K 0.4% 44
2022
Q1 		$1.92M Buy
17,735
+6,240
+54% +$660K 0.42% 42
2021
Q4 		$1.33M Buy
11,495
+283
+3% +$30.9K 0.29% 47
2021
Q3 		$1.14M Buy
11,212
+4,479
+67% +$475K 0.27% 51
2021
Q2 		$685K Buy
6,733
+269
+4% +$26.7K 0.15% 70
2021
Q1 		$594K Sell
6,464
-172
-3% -$15.1K 0.14% 73
2020
Q4 		$564K Buy
6,636
+523
+9% +$43.4K 0.15% 73
2020
Q3 		$483K Sell
6,113
-305
-5% -$24.5K 0.16% 66
2020
Q2 		$504K Buy
6,418
+45
+0.7% +$3.41K 0.2% 57
2020
Q1 		$445K Buy
6,373
+5,026
+373% +$441K 0.24% 57
2019
Q4 		$123K Buy
+1,347
New +$125K 0.13% 63

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carolinas Wealth Consulting's VNQ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 11,813 shares — an estimated $1.07M sold.

Carolinas Wealth Consulting first reported a position in VNQ in Q4 2019 and held it in 22 quarters. The position peaked at $1.92M in Q1 2022. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 11,813 Vanguard Real Estate ETF shares in Q2 2025, an estimated $1.07M.
  • Carolinas Wealth Consulting first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard Real Estate ETF position peaked at $1.92M in Q1 2022.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.