First Merchants Corp’s Vanguard Real Estate ETF VNQ Stock Holding History

First Merchants Corp’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	$1.23M	Buy	12,727 +527	+4%	+$50.4K	0.04%	193
2026 Q1	$1.08M	Sell	12,200 -2,151	-15%	-$197K	0.04%	194
2025 Q4	$1.27M	Sell	14,351 -1,664	-10%	-$150K	0.05%	188
2025 Q3	$1.46M	Sell	16,015 -1,026	-6%	-$93.1K	0.06%	181
2025 Q2	$1.52M	Sell	17,041 -3,397	-17%	-$300K	0.06%	179
2025 Q1	$1.85M	Sell	20,438 -3,041	-13%	-$276K	0.07%	172
2024 Q4	$2.09M	Sell	23,479 -22	-0.1%	-$2.08K	0.08%	166
2024 Q3	$2.29M	Sell	23,501 -494	-2%	-$45.5K	0.09%	169
2024 Q2	$2.01M	Sell	23,995 -7,437	-24%	-$614K	0.08%	172
2024 Q1	$2.72M	Sell	31,432 -47,372	-60%	-$4.05M	0.2%	114
2023 Q4	$6.96M	Sell	78,804 -15,594	-17%	-$1.24M	0.57%	56
2023 Q3	$7.14M	Sell	94,398 -16,491	-15%	-$1.36M	0.64%	55
2023 Q2	$9.27M	Sell	110,889 -2,101	-2%	-$172K	0.78%	34
2023 Q1	$9.38M	Sell	112,990 -3,265	-3%	-$281K	0.84%	32
2022 Q4	$9.59M	Sell	116,255 -2,210	-2%	-$183K	0.88%	35
2022 Q3	$9.5M	Buy	118,465 +1,735	+1%	+$162K	0.95%	28
2022 Q2	$10.6M	Sell	116,730 -3,853	-3%	-$384K	1.05%	26
2022 Q1	$13.1M	Sell	120,583 -457	-0.4%	-$48.4K	1.07%	22
2021 Q4	$14M	Sell	121,040 -1,470	-1%	-$161K	1.08%	23
2021 Q3	$12.5M	Sell	122,510 -1,204	-1%	-$128K	0.79%	22
2021 Q2	$12.6M	Sell	123,714 -3,637	-3%	-$361K	0.82%	22
2021 Q1	$11.7M	Sell	127,351 -3,411	-3%	-$300K	0.78%	22
2020 Q4	$11.1M	Sell	130,762 -10,754	-8%	-$892K	0.77%	24
2020 Q3	$11.2M	Sell	141,516 -1,850	-1%	-$149K	0.85%	20
2020 Q2	$11.3M	Sell	143,366 -8,372	-6%	-$635K	0.95%	18
2020 Q1	$10.6M	Buy	151,738 +40	+0%	+$3.51K	1.37%	13
2019 Q4	$14.1M	Sell	151,698 -3,699	-2%	-$343K	1.44%	12
2019 Q3	$14.5M	Buy	155,397 +32,236	+26%	+$2.93M	1.54%	10
2019 Q2	$10.8M	Sell	123,161 -3,134	-2%	-$274K	1.71%	8
2019 Q1	$11M	Sell	126,295 -3,371	-3%	-$278K	1.77%	9
2018 Q4	$9.67M	Sell	129,666 -2,670	-2%	-$210K	1.86%	8
2018 Q3	$10.7M	Sell	132,336 -1,021	-0.8%	-$84.1K	1.75%	9
2018 Q2	$10.9M	Sell	133,357 -2,320	-2%	-$180K	1.89%	7
2018 Q1	$10.2M	Sell	135,677 -3,476	-2%	-$266K	1.72%	10
2017 Q4	$11.5M	Sell	139,153 -6,092	-4%	-$511K	1.97%	8
2017 Q3	$12.1M	Buy	145,245 +34,891	+32%	+$2.92M	2.08%	8
2017 Q2	$9.18M	Sell	110,354 -16,681	-13%	-$1.39M	2.54%	5
2017 Q1	$10.5M	Sell	127,035 -1,452	-1%	-$120K	2.92%	4
2016 Q4	$10.6M	Sell	128,487 -1,870	-1%	-$152K	3.14%	4
2016 Q3	$11.3M	Sell	130,357 -592	-0.5%	-$52.8K	3.62%	3
2016 Q2	$11.6M	Sell	130,949 -1,254	-0.9%	-$105K	3.83%	3
2016 Q1	$11.1M	Buy	132,203 +367	+0.3%	+$28.6K	3.93%	3
2015 Q4	$10.5M	Sell	131,836 -848	-0.6%	-$67.1K	3.71%	3
2015 Q3	$10M	Sell	132,684 -1,843	-1%	-$142K	3.58%	4
2015 Q2	$10M	Sell	134,527 -614	-0.5%	-$49.1K	3.14%	5
2015 Q1	$11.4M	Sell	135,141 -5,096	-4%	-$433K	3.52%	4
2014 Q4	$11.4M	Buy	140,237 +1,170	+0.8%	+$91.8K	3.55%	4
2014 Q3	$9.99M	Sell	139,067 -864	-0.6%	-$65.2K	3.19%	4
2014 Q2	$10.5M	Buy	139,931 +4,694	+3%	+$345K	3.26%	4
2014 Q1	$9.55M	Buy	135,237 +1,571	+1%	+$108K	3.08%	4
2013 Q4	$8.63M	Buy	133,666 +272	+0.2%	+$18.2K	2.83%	6
2013 Q3	$8.82M	Sell	133,394 -48,030	-26%	-$3.26M	2.99%	5
2013 Q2	$12.5M	Buy	+181,424	New	+$13.2M	4.43%	3

Other funds holding VNQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

PIMG

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