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

FLP 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
2025
Q1 		– Sell
-600
Closed -$53.4K – 440
2024
Q4 		$53.4K Buy
+600
New +$56.7K 0.14% 102

Other funds holding VNQ

Creative Planning
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FLP Wealth Management's VNQ Position: Q1 2025 in Review

FLP Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 600 shares — an estimated $53.4K sold.

FLP Wealth Management first reported a position in VNQ in Q4 2024 and held it in 1 quarter. The position peaked at $53.4K in Q4 2024. 1,719 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • FLP Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 600 Vanguard Real Estate ETF shares in Q1 2025, an estimated $53.4K.
  • FLP Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Vanguard Real Estate ETF position peaked at $53.4K in Q4 2024.
  • 1,719 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.