CGN Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

CGN Advisors’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 Q2	$2.02M	Sell	20,902 -516	-2%	-$49.3K	0.15%	132
2026 Q1	$1.9M	Buy	21,418 +1,043	+5%	+$95.6K	0.15%	131
2025 Q4	$1.8M	Buy	20,375 +1,302	+7%	+$117K	0.14%	133
2025 Q3	$1.74M	Sell	19,073 -1,828	-9%	-$166K	0.14%	134
2025 Q2	$1.86M	Buy	20,901 +2,960	+16%	+$261K	0.17%	123
2025 Q1	$1.62M	Sell	17,941 -18	-0.1%	-$1.63K	0.16%	133
2024 Q4	$1.6M	Buy	17,959 +601	+3%	+$56.8K	0.16%	128
2024 Q3	$1.69M	Buy	17,358 +1,676	+11%	+$154K	0.17%	127
2024 Q2	$1.31M	Buy	15,682 +1,739	+12%	+$144K	0.15%	137
2024 Q1	$1.21M	Buy	13,943 +573	+4%	+$49K	0.15%	139
2023 Q4	$1.18M	Sell	13,370 -655	-5%	-$51.9K	0.16%	138
2023 Q3	$1.06M	Buy	14,025 +2,268	+19%	+$187K	0.14%	140
2023 Q2	$982K	Sell	11,757 -717	-6%	-$58.7K	0.14%	137
2023 Q1	$1.04M	Sell	12,474 -582	-4%	-$50K	0.16%	133
2022 Q4	$1.08M	Buy	13,056 +3,159	+32%	+$262K	0.19%	132
2022 Q3	$793K	Buy	9,897 +355	+4%	+$33.2K	0.2%	132
2022 Q2	$869K	Buy	9,542 +94	+1%	+$9.37K	0.24%	102
2022 Q1	$1.02M	Sell	9,448 -922	-9%	-$97.6K	0.26%	87
2021 Q4	$1.2M	Sell	10,370 -2,617	-20%	-$286K	0.31%	73
2021 Q3	$1.32M	Sell	12,987 -3,299	-20%	-$350K	0.43%	63
2021 Q2	$1.66M	Buy	16,286 +2,377	+17%	+$236K	0.52%	51
2021 Q1	$1.28M	Sell	13,909 -112	-0.8%	-$9.84K	0.46%	57
2020 Q4	$1.19M	Buy	+14,021	New	+$1.16M	0.48%	62

Other funds holding VNQ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return