Cypress Financial Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Cypress Financial Planning’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	$19M	Buy	197,512 +1,829	+0.9%	+$175K	4.67%	8
2026 Q1	$17.4M	Buy	195,683 +4,812	+3%	+$441K	4.84%	8
2025 Q4	$17M	Sell	190,871 -68,140	-26%	-$6.12M	4.76%	8
2025 Q3	$23.7M	Buy	259,011 +8,421	+3%	+$764K	7.27%	6
2025 Q2	$22.3M	Buy	250,590 +10,874	+5%	+$959K	7.33%	6
2025 Q1	$21.7M	Buy	239,716 +11,888	+5%	+$1.08M	7.83%	6
2024 Q4	$20.3M	Buy	227,828 +12,726	+6%	+$1.2M	7.45%	6
2024 Q3	$21M	Buy	215,102 +65,217	+44%	+$6.01M	7.75%	6
2024 Q2	$12.6M	Buy	149,885 +16,139	+12%	+$1.33M	5.25%	7
2024 Q1	$11.6M	Buy	133,746 +54,970	+70%	+$4.7M	5.3%	7
2023 Q4	$6.84M	Sell	78,776 -35,276	-31%	-$2.8M	6.21%	6
2023 Q3	$8.63M	Buy	114,052 +8,473	+8%	+$699K	4.99%	7
2023 Q2	$8.91M	Buy	105,579 +11,039	+12%	+$904K	5.11%	7
2023 Q1	$7.79M	Buy	94,540 +9,982	+12%	+$858K	4.74%	7
2022 Q4	$6.98M	Buy	84,558 +5,535	+7%	+$459K	4.66%	7
2022 Q3	$6.33M	Buy	79,023 +6,437	+9%	+$602K	4.5%	7
2022 Q2	$6.61M	Buy	+72,586	New	+$7.24M	4.53%	7

Other funds holding VNQ

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

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

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return