Linscomb Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$334K Hold
3,467
0.01% 258
2026
Q1
$308K Hold
3,467
0.01% 288
2025
Q4
$307K Sell
3,467
-276
-7% -$24.8K 0.01% 261
2025
Q3
$342K Buy
3,743
+276
+8% +$25K 0.01% 256
2025
Q2
$309K Sell
3,467
-5
-0.1% -$441 0.01% 262
2025
Q1
$314K Sell
3,472
-25
-0.7% -$2.27K 0.02% 252
2024
Q4
$312K Sell
3,497
-30
-0.9% -$2.83K 0.02% 251
2024
Q3
$344K Buy
3,527
+60
+2% +$5.53K 0.02% 242
2024
Q2
$290K Hold
3,467
0.02% 245
2024
Q1
$300K Hold
3,467
0.02% 244
2023
Q4
$306K Buy
3,467
+214
+7% +$17K 0.02% 245
2023
Q3
$246K Sell
3,253
-730
-18% -$60.2K 0.01% 252
2023
Q2
$333K Sell
3,983
-334
-8% -$27.4K 0.02% 240
2023
Q1
$358K Sell
4,317
-716
-14% -$61.5K 0.02% 236
2022
Q4
$415K Buy
5,033
+942
+23% +$78.1K 0.02% 244
2022
Q3
$328K Buy
4,091
+1
+0% +$94 0.02% 229
2022
Q2
$373K Sell
4,090
-820
-17% -$81.7K 0.02% 224
2022
Q1
$532K Buy
4,910
+287
+6% +$30.4K 0.03% 230
2021
Q4
$536K Buy
+4,623
New +$505K 0.03% 224
2021
Q2
Sell
-2,275
Closed -$209K 348
2021
Q1
$209K Sell
2,275
-221
-9% -$19.4K 0.01% 317
2020
Q4
$212K Buy
+2,496
New +$207K 0.01% 300
2020
Q1
Sell
-2,516
Closed -$234K 427
2019
Q4
$234K Buy
+2,516
New +$233K 0.02% 392
2013
Q4
Sell
-4,098
Closed -$271K 249
2013
Q3
$271K Sell
4,098
-760
-16% -$51.6K 0.04% 194
2013
Q2
$334K Buy
+4,858
New +$353K 0.05% 169

Other funds holding VNQ

Linscomb Wealth's VNQ Position: Q2 2026 in Review

Linscomb Wealth held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 3,467 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #258.

Linscomb Wealth first reported a position in VNQ in Q2 2013 and has held it in 24 quarters since. The position peaked at $536K in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Linscomb Wealth held 3,467 shares of Vanguard Real Estate ETF worth $334K as of Q2 2026.
  • Linscomb Wealth left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #258 holding.
  • Linscomb Wealth first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 24 quarters since.
  • Linscomb Wealth's Vanguard Real Estate ETF position peaked at $536K in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.