Castleview Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Castleview Partners’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	-363	Closed	-$32K	–	563
2024 Q4	$32K	Sell	363 -4	-1%	-$378	0.02%	406
2024 Q3	$35.7K	Buy	367 +7	+2%	+$645	0.02%	371
2024 Q2	$30.2K	Sell	360 -1,637	-82%	-$135K	0.02%	390
2024 Q1	$173K	Buy	1,997 +1,607	+412%	+$137K	0.1%	193
2023 Q4	$34.4K	Buy	390 +283	+264%	+$22.4K	0.02%	366
2023 Q3	$8.07K	Hold	107	–	–	0.01%	441
2023 Q2	$8.92K	Hold	107	–	–	0.01%	449
2023 Q1	$8.86K	Hold	107	–	–	0.01%	438
2022 Q4	$8.8K	Hold	107	–	–	0.01%	383
2022 Q3	$9K	Sell	107 -1,867	-95%	-$175K	0.01%	403
2022 Q2	$389K	Buy	1,974 +1,846	+1,442%	+$184K	0.31%	76
2022 Q1	$13K	Sell	128 -1,794,526	-100%	-$190M	0.01%	479
2021 Q4	$15.5K	Buy	+1,794,654	New	+$196M	0.12%	71
2021 Q2	$1.35M	Buy	+13,307	New	+$1.32M	0.59%	33

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

Castleview Partners's VNQ Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 363 shares — an estimated $32K sold.

Castleview Partners first reported a position in VNQ in Q2 2021 and held it in 14 quarters. The position peaked at $1.35M in Q2 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Castleview Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 363 Vanguard Real Estate ETF shares in Q1 2025, an estimated $32K.
Castleview Partners first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 14 quarters.
Castleview Partners's Vanguard Real Estate ETF position peaked at $1.35M in Q2 2021.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.