Heck Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Heck Capital Advisors’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 Q2	$268K	Sell	2,778 -2,505	-47%	-$239K	0.02%	194
2026 Q1	$469K	Buy	5,283 +25	+0.5%	+$2.29K	0.03%	151
2025 Q4	$465K	Hold	5,258	–	–	0.03%	154
2025 Q3	$481K	Hold	5,258	–	–	0.04%	149
2025 Q2	$468K	Buy	5,258 +4,039	+331%	+$356K	0.04%	137
2025 Q1	$110K	Buy	1,219 +1,188	+3,832%	+$108K	0.01%	161
2024 Q4	$2.76K	Hold	31	–	–	﹤0.01%	234
2024 Q3	$3.02K	Hold	31	–	–	﹤0.01%	196
2024 Q2	$2.6K	Hold	31	–	–	﹤0.01%	193
2024 Q1	$2.68K	Hold	31	–	–	﹤0.01%	189
2023 Q4	$2.74K	Hold	31	–	–	﹤0.01%	184
2023 Q3	$2.35K	Hold	31	–	–	﹤0.01%	180
2023 Q2	$2.59K	Hold	31	–	–	﹤0.01%	157
2023 Q1	$2.57K	Buy	+31	New	+$2.66K	﹤0.01%	147

Other funds holding VNQ

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return