Paulson Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Paulson Wealth Management’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	-2,878	Closed	-$261K	–	146
2025 Q1	$261K	Sell	2,878 -161	-5%	-$14.6K	0.07%	116
2024 Q4	$271K	Sell	3,039 -488	-14%	-$46.1K	0.07%	121
2024 Q3	$344K	Sell	3,527 -41	-1%	-$3.77K	0.09%	107
2024 Q2	$299K	Buy	3,568 +70	+2%	+$5.78K	0.09%	109
2024 Q1	$302K	Buy	3,498 +70	+2%	+$5.98K	0.09%	109
2023 Q4	$303K	Sell	3,428 -89	-3%	-$7.05K	0.1%	103
2023 Q3	$266K	Buy	3,517 +61	+2%	+$5.03K	0.09%	109
2023 Q2	$289K	Buy	3,456 +774	+29%	+$63.4K	0.1%	101
2023 Q1	$223K	Buy	+2,682	New	+$230K	0.1%	89
2022 Q1	–	Sell	-2,010	Closed	-$233K	–	90
2021 Q4	$233K	Sell	2,010 -569	-22%	-$62.1K	0.1%	78
2021 Q3	$263K	Sell	2,579 -27	-1%	-$2.86K	0.13%	77
2021 Q2	$265K	Buy	2,606 +463	+22%	+$45.9K	0.13%	73
2021 Q1	$206K	Buy	+2,143	New	+$188K	0.1%	81
2018 Q1	–	Sell	-2,049	Closed	-$170K	–	516
2017 Q4	$170K	Buy	+2,049	New	+$172K	0.15%	121

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paulson Wealth Management's VNQ Position: Q2 2025 in Review

Paulson Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,878 shares — an estimated $261K sold.

Paulson Wealth Management first reported a position in VNQ in Q4 2017 and held it in 14 quarters. The position peaked at $344K in Q3 2024. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Paulson Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Paulson Wealth Management sold 2,878 Vanguard Real Estate ETF shares in Q2 2025, an estimated $261K.
Paulson Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 14 quarters.
Paulson Wealth Management's Vanguard Real Estate ETF position peaked at $344K in Q3 2024.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Paulson Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.