LGT Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

LGT Financial 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
2025 Q4	–	Sell	-465	Closed	-$42.5K	–	375
2025 Q3	$42.5K	Hold	465	–	–	0.09%	134
2025 Q2	$41.4K	Hold	465	–	–	0.11%	108
2025 Q1	$42.1K	Hold	465	–	–	0.13%	110
2024 Q4	$41.4K	Hold	465	–	–	0.09%	176
2024 Q3	$45.3K	Sell	465 -4,954	-91%	-$456K	0.11%	137
2024 Q2	$454K	Hold	5,419	–	–	0.96%	21
2024 Q1	$469K	Buy	5,419 +43	+0.8%	+$3.67K	0.54%	35
2023 Q4	$475K	Buy	5,376 +105	+2%	+$8.32K	0.58%	35
2023 Q3	$399K	Sell	5,271 -47	-0.9%	-$3.88K	0.51%	37
2023 Q2	$444K	Buy	+5,318	New	+$436K	0.47%	58
2023 Q1	–	Sell	-5,272	Closed	-$435K	–	196
2022 Q4	$435K	Buy	+5,272	New	+$437K	0.51%	39

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LGT Financial Advisors's VNQ Position: Q4 2025 in Review

LGT Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 465 shares — an estimated $42.5K sold.

LGT Financial Advisors first reported a position in VNQ in Q4 2022 and held it in 11 quarters. The position peaked at $475K in Q4 2023. 1,754 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

LGT Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 465 Vanguard Real Estate ETF shares in Q4 2025, an estimated $42.5K.
LGT Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's Vanguard Real Estate ETF position peaked at $475K in Q4 2023.
1,754 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.