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

Laidlaw 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
2025
Q1 		– Sell
-13,056
Closed -$1.16M – 160
2024
Q4 		$1.16M Buy
13,056
+534
+4% +$50.5K 0.51% 57
2024
Q3 		$1.22M Buy
12,522
+293
+2% +$27K 0.6% 52
2024
Q2 		$1.02M Buy
12,229
+126
+1% +$10.4K 0.56% 56
2024
Q1 		$1.05M Sell
12,103
-162
-1% -$13.8K 0.58% 54
2023
Q4 		$1.08M Sell
12,265
-3,726
-23% -$295K 0.39% 76
2023
Q3 		$1.21M Sell
15,991
-266
-2% -$21.9K 0.4% 75
2023
Q2 		$1.36M Buy
16,257
+1,067
+7% +$87.4K 0.27% 94
2023
Q1 		$1.26M Sell
15,190
-286
-2% -$24.6K 0.26% 102
2022
Q4 		$1.28M Buy
15,476
+1,139
+8% +$94.4K 0.27% 101
2022
Q3 		$1.15M Sell
14,337
-17,419
-55% -$1.63M 0.27% 100
2022
Q2 		$2.89M Sell
31,756
-1,589
-5% -$158K 0.59% 40
2022
Q1 		$3.61M Buy
33,345
+20,598
+162% +$2.18M 0.6% 37
2021
Q4 		$1.48M Buy
+12,747
New +$1.39M 0.24% 115
2020
Q4 		– Sell
-2,603
Closed -$206K – 359
2020
Q3 		$206K Buy
+2,603
New +$209K 0.09% 193
2020
Q1 		– Sell
-2,415
Closed -$224K – 178
2019
Q4 		$224K Buy
+2,415
New +$224K 0.14% 152

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laidlaw Wealth Management's VNQ Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 13,056 shares — an estimated $1.16M sold.

Laidlaw Wealth Management first reported a position in VNQ in Q4 2019 and held it in 15 quarters. The position peaked at $3.61M in Q1 2022. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 13,056 Vanguard Real Estate ETF shares in Q1 2025, an estimated $1.16M.
  • Laidlaw Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 15 quarters.
  • Laidlaw Wealth Management's Vanguard Real Estate ETF position peaked at $3.61M in Q1 2022.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.