Dopkins Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Dopkins Wealth Management’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	$1.27M	Sell	13,214 -155	-1%	-$14.8K	0.46%	37
2026 Q1	$1.19M	Sell	13,369 -662	-5%	-$60.7K	0.48%	37
2025 Q4	$1.24M	Buy	14,031 +2,459	+21%	+$221K	0.51%	37
2025 Q3	$1.06M	Buy	11,572 +590	+5%	+$53.5K	0.45%	38
2025 Q2	$978K	Buy	10,982 +492	+5%	+$43.4K	0.44%	39
2025 Q1	$950K	Sell	10,490 -1,939	-16%	-$176K	0.48%	39
2024 Q4	$1.11M	Buy	12,429 +10,205	+459%	+$964K	0.56%	36
2024 Q3	$217K	Buy	+2,224	New	+$205K	0.18%	57

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