Legacy Wealth Management (Idaho)’s Vanguard Real Estate ETF VNQ Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-132	Closed	-$11.7K	–	943
2026 Q1	$11.7K	Buy	132 +108	+450%	+$9.9K	0.01%	457
2025 Q4	$2.12K	Sell	24 -109	-82%	-$9.8K	﹤0.01%	661
2025 Q3	$12.1K	Buy	133 +72	+118%	+$6.53K	0.01%	323
2025 Q2	$5.41K	Buy	61 +47	+336%	+$4.14K	﹤0.01%	391
2025 Q1	$1.27K	Hold	14	–	–	﹤0.01%	609
2024 Q4	$1.28K	Sell	14 -582	-98%	-$55K	﹤0.01%	561
2024 Q3	$56.4K	Buy	+596	New	+$54.9K	0.03%	113

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VNQ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 132 shares — an estimated $11.7K sold.

Legacy Wealth Management (Idaho) first reported a position in VNQ in Q3 2024 and held it in 7 quarters. The position peaked at $56.4K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 132 Vanguard Real Estate ETF shares in Q2 2026, an estimated $11.7K.
Legacy Wealth Management (Idaho) first reported a position in Vanguard Real Estate ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Vanguard Real Estate ETF position peaked at $56.4K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.