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

Forza 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 Q4	–	Sell	-3,643	Closed	-$333K	–	193
2025 Q3	$333K	Hold	3,643	–	–	0.13%	151
2025 Q2	$324K	Hold	3,643	–	–	0.13%	151
2025 Q1	$330K	Hold	3,643	–	–	0.15%	145
2024 Q4	$325K	Hold	3,643	–	–	0.15%	148
2024 Q3	$355K	Sell	3,643 -1	-0%	-$92	0.16%	139
2024 Q2	$305K	Hold	3,644	–	–	0.16%	143
2024 Q1	$315K	Hold	3,644	–	–	0.16%	140
2023 Q4	$322K	Sell	3,644 -750	-17%	-$59.4K	0.18%	137
2023 Q3	$332K	Hold	4,394	–	–	0.17%	145
2023 Q2	$367K	Hold	4,394	–	–	0.18%	138
2023 Q1	$365K	Buy	4,394 +750	+21%	+$64.4K	0.19%	136
2022 Q4	$301K	Buy	+3,644	New	+$302K	0.2%	116

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Forza Wealth Management's VNQ Position: Q4 2025 in Review

Forza Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 3,643 shares — an estimated $333K sold.

Forza Wealth Management first reported a position in VNQ in Q4 2022 and held it in 12 quarters. The position peaked at $367K in Q2 2023. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

Forza Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Forza Wealth Management sold 3,643 Vanguard Real Estate ETF shares in Q4 2025, an estimated $333K.
Forza Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 12 quarters.
Forza Wealth Management's Vanguard Real Estate ETF position peaked at $367K in Q2 2023.
1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Forza Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.