Chesapeake Wealth Management’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
Q2 | $939K | Sell |
9,742
-19
| -0.2% | -$1.82K | 0.26% | 81 |
|
|
2026
Q1 | $866K | Sell |
9,761
-17
| -0.2% | -$1.56K | 0.27% | 86 |
|
|
2025
Q4 | $865K | Buy |
9,778
+120
| +1% | +$10.8K | 0.26% | 83 |
|
|
2025
Q3 | $883K | Buy |
9,658
+248
| +3% | +$22.5K | 0.27% | 82 |
|
|
2025
Q2 | $838K | Buy |
9,410
+288
| +3% | +$25.4K | 0.28% | 83 |
|
|
2025
Q1 | $826K | Sell |
9,122
-178
| -2% | -$16.2K | 0.29% | 81 |
|
|
2024
Q4 | $828K | Buy |
9,300
+173
| +2% | +$16.3K | 0.28% | 84 |
|
|
2024
Q3 | $889K | Sell |
9,127
-283
| -3% | -$26.1K | 0.3% | 80 |
|
|
2024
Q2 | $788K | Sell |
9,410
-316
| -3% | -$26.1K | 0.29% | 82 |
|
|
2024
Q1 | $841K | Sell |
9,726
-36
| -0.4% | -$3.08K | 0.31% | 83 |
|
|
2023
Q4 | $863K | Sell |
9,762
-18
| -0.2% | -$1.43K | 0.33% | 79 |
|
|
2023
Q3 | $740K | Buy |
9,780
+695
| +8% | +$57.3K | 0.31% | 81 |
|
|
2023
Q2 | $759K | Sell |
9,085
-15
| -0.2% | -$1.23K | 0.3% | 81 |
|
|
2023
Q1 | $756K | Sell |
9,100
-527
| -5% | -$45.3K | 0.32% | 81 |
|
|
2022
Q4 | $794K | Buy |
9,627
+394
| +4% | +$32.7K | 0.35% | 81 |
|
|
2022
Q3 | $741K | Buy |
9,233
+257
| +3% | +$24K | 0.34% | 76 |
|
|
2022
Q2 | $818K | Buy |
8,976
+42
| +0.5% | +$4.19K | 0.35% | 77 |
|
|
2022
Q1 | $968K | Sell |
8,934
-42
| -0.5% | -$4.45K | 0.35% | 76 |
|
|
2021
Q4 | $1.04M | Sell |
8,976
-110
| -1% | -$12K | 0.35% | 74 |
|
|
2021
Q3 | $924K | Sell |
9,086
-1,459
| -14% | -$155K | 0.33% | 74 |
|
|
2021
Q2 | $1.07M | Sell |
10,545
-86
| -0.8% | -$8.53K | 0.35% | 72 |
|
|
2021
Q1 | $977K | Sell |
10,631
-65
| -0.6% | -$5.71K | 0.33% | 82 |
|
|
2020
Q4 | $909K | Sell |
10,696
-353
| -3% | -$29.3K | 0.31% | 87 |
|
|
2020
Q3 | $873K | Buy |
11,049
+41
| +0.4% | +$3.29K | 0.33% | 86 |
|
|
2020
Q2 | $865K | Sell |
11,008
-326
| -3% | -$24.7K | 0.34% | 85 |
|
|
2020
Q1 | $792K | Buy |
11,334
+5
| +0% | +$439 | 0.37% | 85 |
|
|
2019
Q4 | $1.05M | Buy |
11,329
+76
| +0.7% | +$7.04K | 0.41% | 77 |
|
|
2019
Q3 | $1.05M | Buy |
11,253
+611
| +6% | +$55.5K | 0.43% | 75 |
|
|
2019
Q2 | $930K | Buy |
10,642
+548
| +5% | +$48K | 0.39% | 83 |
|
|
2019
Q1 | $877K | Buy |
10,094
+26
| +0.3% | +$2.15K | 0.39% | 74 |
|
|
2018
Q4 | $750K | Buy |
10,068
+104
| +1% | +$8.19K | 0.37% | 73 |
|
|
2018
Q3 | $804K | Sell |
9,964
-576
| -5% | -$47.4K | 0.36% | 77 |
|
|
2018
Q2 | $859K | Sell |
10,540
-504
| -5% | -$39K | 0.4% | 68 |
|
|
2018
Q1 | $834K | Buy |
+11,044
| New | +$845K | 0.39% | 72 |
|
Other funds holding VNQ
Chesapeake Wealth Management's VNQ Position: Q2 2026 in Review
Chesapeake Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.19% in Q2 2026, selling an estimated $1.82K and leaving 9,742 shares worth $939K. The position accounts for 0.26% of the portfolio, ranked #81.
Chesapeake Wealth Management first reported a position in VNQ in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.07M in Q2 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.
- Chesapeake Wealth Management held 9,742 shares of Vanguard Real Estate ETF worth $939K as of Q2 2026.
- Chesapeake Wealth Management sold 19 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.82K.
- Vanguard Real Estate ETF made up 0.26% of Chesapeake Wealth Management's portfolio in Q2 2026, its #81 holding.
- Chesapeake Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2018 and has held it in 34 quarters since.
- Chesapeake Wealth Management's Vanguard Real Estate ETF position peaked at $1.07M in Q2 2021.
- 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.
Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.