Global Financial Private Client’s Vanguard Real Estate ETF VNQ Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-119	Closed	-$10.8K	–	1553
2025 Q1	$10.8K	Hold	119	–	–	﹤0.01%	562
2024 Q4	$10.6K	Hold	119	–	–	﹤0.01%	543
2024 Q3	$11.6K	Hold	119	–	–	﹤0.01%	523
2024 Q2	$9.97K	Hold	119	–	–	﹤0.01%	446
2024 Q1	$10.1K	Hold	119	–	–	﹤0.01%	460
2023 Q4	$10.5K	Hold	119	–	–	﹤0.01%	453
2023 Q3	$8.84K	Hold	119	–	–	﹤0.01%	453
2023 Q2	$10K	Buy	119 +112	+1,600%	+$9.18K	﹤0.01%	437
2023 Q1	$577	Hold	7	–	–	﹤0.01%	644
2022 Q4	$577	Hold	7	–	–	﹤0.01%	635
2022 Q3	$571	Hold	7	–	–	﹤0.01%	610
2022 Q2	$649	Hold	7	–	–	﹤0.01%	596
2022 Q1	$773	Hold	7	–	–	﹤0.01%	600
2021 Q4	$812	Hold	7	–	–	﹤0.01%	591
2021 Q3	$723	Hold	7	–	–	﹤0.01%	553
2021 Q2	$716	Hold	7	–	–	﹤0.01%	561
2021 Q1	$655	Hold	7	–	–	﹤0.01%	539
2020 Q4	$595	Sell	7 -25	-78%	-$2.07K	﹤0.01%	525
2020 Q3	$2.58K	Buy	32 +25	+357%	+$2.01K	﹤0.01%	377
2020 Q2	$562	Hold	7	–	–	﹤0.01%	495
2020 Q1	$457	Hold	7	–	–	﹤0.01%	512
2019 Q4	$650	Buy	+7	New	+$648	﹤0.01%	525

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Financial Private Client's VNQ Position: Q2 2025 in Review

Global Financial Private Client sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 119 shares — an estimated $10.8K sold.

Global Financial Private Client first reported a position in VNQ in Q4 2019 and held it in 22 quarters. The position peaked at $11.6K in Q3 2024. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Global Financial Private Client reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 119 Vanguard Real Estate ETF shares in Q2 2025, an estimated $10.8K.
Global Financial Private Client first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Vanguard Real Estate ETF position peaked at $11.6K in Q3 2024.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.