Global Wealth Strategies & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Global Wealth Strategies & Associates’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 Q1	–	Hold	0	–	–	–	541
2024 Q4	–	Sell	-150	Closed	-$14.6K	–	424
2024 Q3	$14.6K	Sell	150 -6	-4%	-$552	﹤0.01%	164
2024 Q2	$13.1K	Buy	156 +6	+4%	+$495	﹤0.01%	156
2024 Q1	$13K	Buy	+150	New	+$12.8K	﹤0.01%	160
2023 Q2	–	Sell	-24	Closed	-$1.99K	–	355
2023 Q1	$1.99K	Sell	24 -960	-98%	-$82.5K	﹤0.01%	267
2022 Q4	$81.2K	Buy	+984	New	+$81.6K	0.05%	61

Other funds holding VNQ

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Global Wealth Strategies & Associates's VNQ Position: Q1 2026 in Review

Global Wealth Strategies & Associates held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 0 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Global Wealth Strategies & Associates first reported a position in VNQ in Q4 2022 and has held it in 5 quarters since. The position peaked at $81.2K in Q4 2022. 1,782 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Global Wealth Strategies & Associates held 0 shares of Vanguard Real Estate ETF worth $13 as of Q1 2026.
Global Wealth Strategies & Associates left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
Vanguard Real Estate ETF made up ﹤0.01% of Global Wealth Strategies & Associates's portfolio in Q1 2026, its #541 holding.
Global Wealth Strategies & Associates first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 5 quarters since.
Global Wealth Strategies & Associates's Vanguard Real Estate ETF position peaked at $81.2K in Q4 2022.
1,782 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.