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Legacy Capital Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Legacy Capital Wealth Partners’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 		$609K Buy
6,871
+729
+12% +$66.8K 0.13% 173
2025
Q4 		$544K Buy
6,142
+770
+14% +$69.2K 0.12% 181
2025
Q3 		$491K Buy
5,372
+351
+7% +$31.8K 0.11% 205
2025
Q2 		$447K Buy
5,021
+300
+6% +$26.5K 0.1% 218
2025
Q1 		$427K Buy
4,721
+166
+4% +$15.1K 0.11% 216
2024
Q4 		$406K Buy
4,555
+1,262
+38% +$119K 0.1% 215
2024
Q3 		$321K Sell
3,293
-817
-20% -$75.2K 0.06% 262
2024
Q2 		$344K Buy
+4,110
New +$339K 0.09% 218
2024
Q1 		– Sell
-3,212
Closed -$284K – 339
2023
Q4 		$284K Buy
3,212
+320
+11% +$25.4K 0.08% 223
2023
Q3 		$219K Buy
+2,892
New +$238K 0.06% 261

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
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 $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
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