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

Outlook 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	$818K	Sell	8,483 -88	-1%	-$8.41K	0.18%	122
2026 Q1	$752K	Buy	8,571 +2,902	+51%	+$266K	0.18%	120
2025 Q4	$502K	Buy	5,669 +1,321	+30%	+$119K	0.11%	162
2025 Q3	$397K	Buy	+4,348	New	+$394K	0.1%	186
2025 Q2	–	Sell	-2,324	Closed	-$210K	–	283
2025 Q1	$210K	Buy	+2,324	New	+$211K	0.06%	256
2024 Q4	–	Sell	-2,324	Closed	-$226K	–	279
2024 Q3	$226K	Buy	+2,324	New	+$214K	0.07%	244
2024 Q1	–	Sell	-2,300	Closed	-$203K	–	283
2023 Q4	$203K	Buy	+2,300	New	+$182K	0.07%	238
2022 Q3	–	Sell	-13,737	Closed	-$1.25M	–	198
2022 Q2	$1.25M	Sell	13,737 -402	-3%	-$40.1K	0.51%	50
2022 Q1	$1.53M	Sell	14,139 -168	-1%	-$17.8K	0.51%	40
2021 Q4	$1.66M	Buy	+14,307	New	+$1.56M	0.49%	44

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

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

Outlook Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 1% in Q2 2026, selling an estimated $8.41K and leaving 8,483 shares worth $818K. The position accounts for 0.18% of the portfolio, ranked #122.

Outlook Wealth Advisors first reported a position in VNQ in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.66M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Outlook Wealth Advisors held 8,483 shares of Vanguard Real Estate ETF worth $818K as of Q2 2026.
Outlook Wealth Advisors sold 88 Vanguard Real Estate ETF shares in Q2 2026, an estimated $8.41K.
Vanguard Real Estate ETF made up 0.18% of Outlook Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Outlook Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 10 quarters since.
Outlook Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.66M in Q4 2021.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.