PWC
VNQ icon

Pathfinder Wealth Consulting’s Vanguard Real Estate ETF VNQ Stock Holding History

Pathfinder Wealth Consulting’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
-2,589
Closed -$230K – 149
2026
Q1 		$230K Hold
2,589
– – 0.15% 149
2025
Q4 		$229K Buy
+2,589
New +$233K 0.14% 151

Other funds holding VNQ

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $408M AUM 13.08% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return