Opal Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Opal Wealth 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
2026 Q2	–	Sell	-1,482	Closed	-$131K	–	571
2026 Q1	$131K	Buy	+1,482	New	+$136K	0.03%	247
2025 Q3	–	Sell	-2,146	Closed	-$191K	–	538
2025 Q2	$191K	Buy	2,146 +277	+15%	+$24.4K	0.05%	200
2025 Q1	$169K	Buy	+1,869	New	+$170K	0.05%	198
2024 Q4	–	Sell	-2,167	Closed	-$211K	–	206
2024 Q3	$211K	Buy	2,167 +28	+1%	+$2.58K	0.07%	177
2024 Q2	$179K	Sell	2,139 -24	-1%	-$1.98K	0.06%	192
2024 Q1	$187K	Sell	2,163 -228	-10%	-$19.5K	0.06%	175
2023 Q4	$211K	Buy	+2,391	New	+$189K	0.08%	163

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

Opal Wealth Advisors's VNQ Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 1,482 shares — an estimated $131K sold.

Opal Wealth Advisors first reported a position in VNQ in Q4 2023 and held it in 7 quarters. The position peaked at $211K in Q4 2023. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Opal Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 1,482 Vanguard Real Estate ETF shares in Q2 2026, an estimated $131K.
Opal Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 7 quarters.
Opal Wealth Advisors's Vanguard Real Estate ETF position peaked at $211K in Q4 2023.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.