Community Financial Services Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Community Financial Services Group’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	$3.19K	Buy	+33	New	+$3.15K	﹤0.01%	460
2015 Q4	–	Sell	-365	Closed	-$28K	–	222
2015 Q3	$28K	Hold	365	–	–	0.01%	157
2015 Q2	$27K	Sell	365 -169	-32%	-$13.5K	0.01%	176
2015 Q1	$45K	Buy	534 +169	+46%	+$14.4K	0.02%	136
2014 Q4	$30K	Buy	+365	New	+$28.6K	0.01%	173

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