Dynamic Wealth Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

Dynamic Wealth Strategies’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	$207K	Sell	2,143 -72	-3%	-$6.88K	0.11%	79
2026 Q1	$196K	Sell	2,215 -73	-3%	-$6.69K	0.11%	81
2025 Q4	$202K	Buy	2,288 +62	+3%	+$5.57K	0.12%	80
2025 Q3	$204K	Buy	2,226 +19	+0.9%	+$1.72K	0.14%	71
2025 Q2	$197K	Sell	2,207 -54	-2%	-$4.76K	0.14%	68
2025 Q1	$205K	Buy	+2,261	New	+$205K	0.17%	66
2024 Q4	–	Sell	-2,068	Closed	-$201K	–	215
2024 Q3	$201K	Hold	2,068	–	–	0.16%	63
2024 Q2	$173K	Sell	2,068 -3	-0.1%	-$248	0.15%	74
2024 Q1	$179K	Sell	2,071 -58	-3%	-$4.96K	0.15%	69
2023 Q4	$188K	Buy	+2,129	New	+$169K	0.17%	62

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Dynamic Wealth Strategies's VNQ Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Vanguard Real Estate ETF (VNQ) stake by 3.3% in Q2 2026, selling an estimated $6.88K and leaving 2,143 shares worth $207K. The position accounts for 0.11% of the portfolio, ranked #79.

Dynamic Wealth Strategies first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Dynamic Wealth Strategies held 2,143 shares of Vanguard Real Estate ETF worth $207K as of Q2 2026.
Dynamic Wealth Strategies sold 72 Vanguard Real Estate ETF shares in Q2 2026, an estimated $6.88K.
Vanguard Real Estate ETF made up 0.11% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #79 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.