Family Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Family Wealth Partners’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	$4.27M	Buy	44,311 +1,691	+4%	+$162K	1.31%	18
2026 Q1	$3.78M	Buy	42,620 +4,351	+11%	+$399K	1.29%	18
2025 Q4	$3.39M	Buy	38,269 +836	+2%	+$75.1K	1.22%	19
2025 Q3	$3.42M	Buy	37,433 +5,438	+17%	+$493K	1.28%	17
2025 Q2	$2.85M	Buy	31,995 +3,938	+14%	+$347K	1.14%	21
2025 Q1	$2.54M	Buy	28,057 +2,633	+10%	+$239K	1.16%	22
2024 Q4	$2.26M	Buy	25,424 +1,380	+6%	+$130K	1.08%	22
2024 Q3	$2.34M	Buy	24,044 +545	+2%	+$50.2K	1.2%	24
2024 Q2	$1.97M	Buy	23,499 +1,779	+8%	+$147K	1.02%	25
2024 Q1	$1.88M	Sell	21,720 -2,001	-8%	-$171K	1.06%	26
2023 Q4	$2.1M	Buy	+23,721	New	+$1.88M	1.62%	24

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