Pacific Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Pacific Financial Group’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 Q2	–	Sell	-7,557	Closed	-$684K	–	64
2025 Q1	$684K	Sell	7,557 -3,430	-31%	-$311K	0.55%	37
2024 Q4	$979K	Sell	10,987 -1,542	-12%	-$146K	0.73%	30
2024 Q3	$1.22M	Buy	+12,529	New	+$1.15M	0.9%	25
2022 Q2	–	Sell	-19,089	Closed	-$2.07M	–	65
2022 Q1	$2.07M	Sell	19,089 -13,460	-41%	-$1.42M	1.35%	20
2021 Q4	$3.6M	Buy	32,549 +2,546	+8%	+$278K	2.36%	13
2021 Q3	$3.05M	Buy	30,003 +14,790	+97%	+$1.57M	2.18%	14
2021 Q2	$1.55M	Buy	+15,213	New	+$1.51M	1.07%	27
2015 Q1	–	Sell	-55	Closed	-$4K	–	193
2014 Q4	$4K	Buy	+55	New	+$4.32K	﹤0.01%	191

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Northwestern Mutual Wealth Management

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

Wealthfront Advisers

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State of New Jersey Common Pension Fund D

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

JP Morgan Chase

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return