Element Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Element Wealth’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
2025 Q1	–	Sell	-2,163	Closed	-$193K	–	285
2024 Q4	$193K	Hold	2,163	–	–	0.1%	156
2024 Q3	$211K	Sell	2,163 -6	-0.3%	-$552	0.11%	144
2024 Q2	$182K	Sell	2,169 -214	-9%	-$17.7K	0.1%	143
2024 Q1	$206K	Hold	2,383	–	–	0.12%	136
2023 Q4	$211K	Hold	2,383	–	–	0.13%	130
2023 Q3	$180K	Hold	2,383	–	–	0.13%	126
2023 Q2	$199K	Hold	2,383	–	–	0.14%	127
2023 Q1	$198K	Sell	2,383 -216	-8%	-$18.6K	0.15%	115
2022 Q4	$214K	Buy	2,599 +216	+9%	+$17.9K	0.18%	109
2022 Q3	$191K	Hold	2,383	–	–	0.18%	101
2022 Q2	$217K	Hold	2,383	–	–	0.22%	95
2022 Q1	$258K	Hold	2,383	–	–	0.21%	93
2021 Q4	$276K	Buy	2,383 +266	+13%	+$29.1K	0.21%	86
2021 Q3	$215K	Hold	2,117	–	–	0.17%	93
2021 Q2	$215K	Hold	2,117	–	–	0.17%	93
2021 Q1	$194K	Hold	2,117	–	–	0.16%	96
2020 Q4	$180K	Hold	2,117	–	–	0.17%	95
2020 Q3	$167K	Hold	2,117	–	–	0.18%	88
2020 Q2	$166K	Hold	2,117	–	–	0.19%	82
2020 Q1	$148K	Sell	2,117 -78	-4%	-$6.85K	0.2%	76
2019 Q4	$204K	Buy	+2,195	New	+$203K	0.21%	68

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Element Wealth's VNQ Position: Q1 2025 in Review

Element Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 2,163 shares — an estimated $193K sold.

Element Wealth first reported a position in VNQ in Q4 2019 and held it in 21 quarters. The position peaked at $276K in Q4 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Element Wealth reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 2,163 Vanguard Real Estate ETF shares in Q1 2025, an estimated $193K.
Element Wealth first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 21 quarters.
Element Wealth's Vanguard Real Estate ETF position peaked at $276K in Q4 2021.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.