GA
VNQ icon

GoalVest Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

GoalVest Advisory’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
Q3 		– Sell
-50
Closed -$4.79K – 776
2026
Q2 		$4.79K Buy
50
+6
+14% +$573 ﹤0.01% 382
2026
Q1 		$3.9K Hold
44
– – ﹤0.01% 406
2025
Q4 		$3.89K Hold
44
– – ﹤0.01% 484
2025
Q3 		$4.02K Hold
44
– – ﹤0.01% 371
2025
Q2 		$3.92K Hold
44
– – ﹤0.01% 334
2025
Q1 		$3.98K Hold
44
– – ﹤0.01% 296
2024
Q4 		$3.92K Hold
44
– – ﹤0.01% 316
2024
Q3 		$4.29K Hold
44
– – ﹤0.01% 343
2024
Q2 		$3.69K Hold
44
– – ﹤0.01% 291
2024
Q1 		$3.81K Sell
44
-2,141
-98% -$183K ﹤0.01% 350
2023
Q4 		$193K Sell
2,185
-338
-13% -$26.8K 0.08% 67
2023
Q3 		$191K Buy
2,523
+45
+2% +$3.71K 0.1% 71
2023
Q2 		$207K Sell
2,478
-470
-16% -$38.5K 0.11% 71
2023
Q1 		$245K Sell
2,948
-289
-9% -$24.8K 0.14% 62
2022
Q4 		$267K Hold
3,237
– – 0.17% 63
2022
Q3 		$260K Sell
3,237
-2,204
-41% -$206K 0.18% 68
2022
Q2 		$503K Sell
5,441
-787
-13% -$78.4K 0.32% 91
2022
Q1 		$675K Buy
+6,228
New +$659K 0.38% 76
2021
Q2 		$329K Buy
3,232
+110
+4% +$10.9K 0.2% 106
2021
Q1 		$287K Sell
3,122
-1,693
-35% -$149K 0.21% 98
2020
Q4 		$409K Buy
+4,815
New +$399K 0.34% 82

Other funds holding VNQ

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

GoalVest Advisory's VNQ Position: Q3 2026 in Review

GoalVest Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q3 2026, closing a stake of 50 shares — an estimated $4.79K sold.

GoalVest Advisory first reported a position in VNQ in Q4 2020 and held it in 21 quarters. The position peaked at $675K in Q1 2022. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • GoalVest Advisory reported no remaining Vanguard Real Estate ETF position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 50 Vanguard Real Estate ETF shares in Q3 2026, an estimated $4.79K.
  • GoalVest Advisory first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 21 quarters.
  • GoalVest Advisory's Vanguard Real Estate ETF position peaked at $675K in Q1 2022.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.