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Inspirion Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Inspirion Wealth 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
Q1 		– Sell
-2,471
Closed -$219K – 188
2025
Q4 		$219K Sell
2,471
-1,186
-32% -$107K 0.03% 155
2025
Q3 		$356K Buy
3,657
+728
+25% +$66K 0.05% 109
2025
Q2 		$261K Buy
2,929
+3
+0.1% +$265 0.03% 133
2025
Q1 		$265K Buy
2,926
+3
+0.1% +$272 0.04% 128
2024
Q4 		$256K Sell
2,923
-734
-20% -$69.4K 0.04% 126
2024
Q3 		$356K Sell
3,657
-473
-11% -$43.6K 0.05% 109
2024
Q2 		$346K Hold
4,130
– – 0.05% 109
2024
Q1 		$357K Hold
4,130
– – 0.06% 107
2023
Q4 		$368K Buy
4,130
+1
+0% +$79 0.07% 100
2023
Q3 		$312K Hold
4,129
– – 0.06% 106
2023
Q2 		$345K Sell
4,129
-1,182
-22% -$96.8K 0.07% 97
2023
Q1 		$441K Buy
5,311
+1,846
+53% +$159K 0.09% 88
2022
Q4 		$286K Sell
3,465
-483
-12% -$40K 0.06% 103
2022
Q3 		$316K Sell
3,948
-285
-7% -$26.6K 0.07% 91
2022
Q2 		$386K Sell
4,233
-29
-0.7% -$2.89K 0.08% 86
2022
Q1 		$462K Buy
4,262
+252
+6% +$26.7K 0.09% 74
2021
Q4 		$465K Buy
4,010
+748
+23% +$81.7K 0.1% 67
2021
Q3 		$332K Buy
3,262
+29
+0.9% +$3.08K 0.08% 73
2021
Q2 		$329K Hold
3,233
– – 0.08% 71
2021
Q1 		$297K Buy
3,233
+25
+0.8% +$2.2K 0.08% 73
2020
Q4 		$272K Sell
3,208
-99
-3% -$8.21K 0.08% 74
2020
Q3 		$261K Sell
3,307
-153
-4% -$12.3K 0.09% 71
2020
Q2 		$272K Sell
3,460
-775
-18% -$58.8K 0.11% 63
2020
Q1 		$296K Sell
4,235
-1,161
-22% -$102K 0.15% 53
2019
Q4 		$501K Buy
5,396
+1,312
+32% +$121K 0.17% 42
2019
Q3 		$381K Sell
4,084
-36
-0.9% -$3.27K 0.17% 47
2019
Q2 		$360K Sell
4,120
-770
-16% -$67.4K 0.16% 51
2019
Q1 		$425K Buy
4,890
+91
+2% +$7.52K 0.19% 45
2018
Q4 		$358K Sell
4,799
-217
-4% -$17.1K 0.18% 46
2018
Q3 		$405K Sell
5,016
-415
-8% -$34.2K 0.17% 47
2018
Q2 		$442K Sell
5,431
-86
-2% -$6.66K 0.21% 41
2018
Q1 		$416K Sell
5,517
-249
-4% -$19.1K 0.2% 43
2017
Q4 		$478K Sell
5,766
-477
-8% -$40K 0.23% 39
2017
Q3 		$519K Buy
6,243
+375
+6% +$31.3K 0.26% 37
2017
Q2 		$488K Sell
5,868
-181
-3% -$15.1K 0.26% 38
2017
Q1 		$500K Buy
6,049
+2,357
+64% +$196K 0.28% 37
2016
Q4 		$305K Sell
3,692
-86
-2% -$7K 0.19% 45
2016
Q3 		$328K Buy
3,778
+702
+23% +$62.6K 0.21% 46
2016
Q2 		$273K Hold
3,076
– – 0.18% 48
2016
Q1 		$258K Buy
+3,076
New +$239K 0.18% 48

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Inspirion Wealth Advisors's VNQ Position: Q1 2026 in Review

Inspirion Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,471 shares — an estimated $219K sold.

Inspirion Wealth Advisors first reported a position in VNQ in Q1 2016 and held it in 40 quarters. The position peaked at $519K in Q3 2017. 1,787 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Inspirion Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 2,471 Vanguard Real Estate ETF shares in Q1 2026, an estimated $219K.
  • Inspirion Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 40 quarters.
  • Inspirion Wealth Advisors's Vanguard Real Estate ETF position peaked at $519K in Q3 2017.
  • 1,787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.