Gleason Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Gleason 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
2026 Q2	$7.91K	Buy	+82	New	+$7.84K	﹤0.01%	252
2024 Q3	–	Sell	-118	Closed	-$9.88K	–	263
2024 Q2	$9.88K	Buy	+118	New	+$9.74K	﹤0.01%	192
2023 Q1	–	Sell	-111	Closed	-$9.14K	–	235
2022 Q4	$9.14K	Buy	111 +2	+2%	+$166	﹤0.01%	172
2022 Q3	$9K	Buy	109 +82	+304%	+$7.67K	﹤0.01%	181
2022 Q2	$2K	Buy	+27	New	+$2.69K	﹤0.01%	227
2020 Q1	–	Sell	-88	Closed	-$8K	–	190
2019 Q4	$8K	Buy	+88	New	+$8.15K	﹤0.01%	157

Other funds holding VNQ

Wealth Enhancement Advisory Services

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

Empirical Wealth Management Seattle, Washington $6.85B 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 $996M 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