Forum Private Client Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Forum Private Client Group’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	-2,611	Closed	-$233K	–	78
2024 Q4	$233K	Sell	2,611 -229	-8%	-$21.6K	0.1%	70
2024 Q3	$277K	Sell	2,840 -291	-9%	-$26.8K	0.12%	67
2024 Q2	$262K	Sell	3,131 -1,079	-26%	-$89.1K	0.12%	63
2024 Q1	$364K	Sell	4,210 -260	-6%	-$22.2K	0.18%	53
2023 Q4	$395K	Buy	+4,470	New	+$354K	0.21%	50
2023 Q3	–	Sell	-6,367	Closed	-$532K	–	64
2023 Q2	$532K	Sell	6,367 -281	-4%	-$23K	0.3%	44
2023 Q1	$552K	Sell	6,648 -137	-2%	-$11.8K	0.35%	42
2022 Q4	$560K	Sell	6,785 -73	-1%	-$6.05K	0.39%	41
2022 Q3	$550K	Sell	6,858 -35	-0.5%	-$3.27K	0.41%	39
2022 Q2	$628K	Buy	6,893 +1,365	+25%	+$136K	0.46%	39
2022 Q1	$599K	Buy	+5,528	New	+$585K	0.47%	39

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

Forum Private Client Group's VNQ Position: Q1 2025 in Review

Forum Private Client Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 2,611 shares — an estimated $233K sold.

Forum Private Client Group first reported a position in VNQ in Q1 2022 and held it in 11 quarters. The position peaked at $628K in Q2 2022. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Forum Private Client Group reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Forum Private Client Group sold 2,611 Vanguard Real Estate ETF shares in Q1 2025, an estimated $233K.
Forum Private Client Group first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 11 quarters.
Forum Private Client Group's Vanguard Real Estate ETF position peaked at $628K in Q2 2022.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Forum Private Client Group's 13F filing for Q1 2025, filed 1 May 2025.