HB Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

HB Wealth Management’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	$3.8M	Sell	42,888 -24,211	-36%	-$2.22M	0.02%	302
2025 Q4	$5.94M	Sell	67,099 -1,891	-3%	-$170K	0.04%	233
2025 Q3	$6.31M	Buy	68,990 +46,928	+213%	+$4.26M	0.04%	225
2025 Q2	$1.96M	Sell	22,062 -8,719	-28%	-$769K	0.02%	379
2025 Q1	$2.79M	Buy	30,781 +10,847	+54%	+$984K	0.02%	319
2024 Q4	$1.77M	Sell	19,934 -1,324	-6%	-$125K	0.02%	302
2024 Q3	$2.07M	Buy	21,258 +6,188	+41%	+$570K	0.02%	271
2024 Q2	$1.26M	Sell	15,070 -2,658	-15%	-$219K	0.01%	323
2024 Q1	$1.53M	Sell	17,728 -196	-1%	-$16.7K	0.02%	291
2023 Q4	$1.58M	Sell	17,924 -2,324	-11%	-$184K	0.02%	257
2023 Q3	$1.53M	Sell	20,248 -2,206	-10%	-$182K	0.02%	248
2023 Q2	$1.88M	Sell	22,454 -3,995	-15%	-$327K	0.03%	210
2023 Q1	$2.2M	Sell	26,449 -4,131	-14%	-$355K	0.04%	188
2022 Q4	$2.52M	Buy	30,580 +4,201	+16%	+$348K	0.05%	174
2022 Q3	$2.12M	Buy	26,379 +3,215	+14%	+$301K	0.05%	171
2022 Q2	$2.11M	Buy	23,164 +154	+0.7%	+$15.3K	0.04%	169
2022 Q1	$2.49M	Buy	23,010 +10,936	+91%	+$1.16M	0.05%	160
2021 Q4	$1.4M	Buy	+12,074	New	+$1.32M	0.03%	196

Other funds holding VNQ

Empower Advisory Group

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers

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

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

State of New Jersey Common Pension Fund D

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return