Gradient Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.85M | Buy |
19,152
+21
| +0.1% | +$2.01K | 0.43% | 55 |
|
|
2026
Q1 | $1.7M | Sell |
19,131
-270
| -1% | -$24.8K | 0.44% | 53 |
|
|
2025
Q4 | $1.72M | Buy |
19,401
+1,742
| +10% | +$157K | 0.44% | 51 |
|
|
2025
Q3 | $1.61M | Buy |
17,659
+381
| +2% | +$34.6K | 0.43% | 49 |
|
|
2025
Q2 | $1.54M | Sell |
17,278
-347
| -2% | -$30.6K | 0.45% | 49 |
|
|
2025
Q1 | $1.6M | Buy |
17,625
+587
| +3% | +$53.3K | 0.52% | 47 |
|
|
2024
Q4 | $1.52M | Sell |
17,038
-234
| -1% | -$22.1K | 0.49% | 48 |
|
|
2024
Q3 | $1.68M | Buy |
17,272
+1
| +0% | +$92 | 0.56% | 45 |
|
|
2024
Q2 | $1.45M | Sell |
17,271
-632
| -4% | -$52.2K | 0.52% | 47 |
|
|
2024
Q1 | $1.55M | Sell |
17,903
-297
| -2% | -$25.4K | 0.57% | 43 |
|
|
2023
Q4 | $1.61M | Buy |
18,200
+686
| +4% | +$54.4K | 0.61% | 37 |
|
|
2023
Q3 | $1.33M | Sell |
17,514
-76
| -0.4% | -$6.27K | 0.55% | 41 |
|
|
2023
Q2 | $1.47M | Sell |
17,590
-107
| -0.6% | -$8.77K | 0.59% | 38 |
|
|
2023
Q1 | $1.47M | Buy |
17,697
+329
| +2% | +$28.3K | 0.62% | 36 |
|
|
2022
Q4 | $1.43M | Sell |
17,368
-275
| -2% | -$22.8K | 0.65% | 39 |
|
|
2022
Q3 | $1.41M | Sell |
17,643
-542
| -3% | -$50.7K | 0.68% | 34 |
|
|
2022
Q2 | $1.66M | Sell |
18,185
-567
| -3% | -$56.5K | 0.8% | 31 |
|
|
2022
Q1 | $2.03M | Buy |
18,752
+183
| +1% | +$19.4K | 0.86% | 28 |
|
|
2021
Q4 | $2.15M | Sell |
18,569
-156
| -0.8% | -$17K | 0.9% | 28 |
|
|
2021
Q3 | $1.91M | Sell |
18,725
-1,052
| -5% | -$112K | 0.87% | 30 |
|
|
2021
Q2 | $2.01M | Buy |
19,777
+336
| +2% | +$33.3K | 0.94% | 28 |
|
|
2021
Q1 | $1.79M | Buy |
19,441
+349
| +2% | +$30.7K | 0.95% | 27 |
|
|
2020
Q4 | $1.62M | Sell |
19,092
-365
| -2% | -$30.3K | 0.92% | 28 |
|
|
2020
Q3 | $1.54M | Buy |
19,457
+861
| +5% | +$69.1K | 0.96% | 28 |
|
|
2020
Q2 | $1.46M | Buy |
18,596
+3,872
| +26% | +$294K | 0.99% | 28 |
|
|
2020
Q1 | $1.03M | Buy |
14,724
+3,898
| +36% | +$342K | 0.83% | 33 |
|
|
2019
Q4 | $1M | Sell |
10,826
-149
| -1% | -$13.8K | 0.7% | 35 |
|
|
2019
Q3 | $1.02M | Buy |
10,975
+296
| +3% | +$26.9K | 0.76% | 35 |
|
|
2019
Q2 | $933K | Sell |
10,679
-666
| -6% | -$58.3K | 0.72% | 35 |
|
|
2019
Q1 | $986K | Buy |
11,345
+379
| +3% | +$31.3K | 0.79% | 33 |
|
|
2018
Q4 | $818K | Buy |
10,966
+62
| +0.6% | +$4.88K | 0.71% | 32 |
|
|
2018
Q3 | $880K | Hold |
10,904
| – | – | 0.74% | 30 |
|
|
2018
Q2 | $888K | Buy |
10,904
+741
| +7% | +$57.4K | 0.83% | 29 |
|
|
2018
Q1 | $767K | Buy |
10,163
+536
| +6% | +$41K | 0.77% | 29 |
|
|
2017
Q4 | $799K | Buy |
+9,627
| New | +$807K | 0.82% | 26 |
|
Other funds holding VNQ
Gradient Capital Advisors's VNQ Position: Q2 2026 in Review
Gradient Capital Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.11% in Q2 2026, buying an estimated $2.01K and bringing the position to 19,152 shares worth $1.85M. The position accounts for 0.43% of the portfolio, ranked #55.
Gradient Capital Advisors first reported a position in VNQ in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.15M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.
- Gradient Capital Advisors held 19,152 shares of Vanguard Real Estate ETF worth $1.85M as of Q2 2026.
- Gradient Capital Advisors bought 21 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.01K.
- Vanguard Real Estate ETF made up 0.43% of Gradient Capital Advisors's portfolio in Q2 2026, its #55 holding.
- Gradient Capital Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's Vanguard Real Estate ETF position peaked at $2.15M in Q4 2021.
- 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.