Precision Wealth Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

Precision Wealth Strategies’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	$1.19M	Buy	12,304 +434	+4%	+$41.5K	0.36%	66
2026 Q1	$1.05M	Sell	11,870 -1,963	-14%	-$180K	0.35%	66
2025 Q4	$1.22M	Sell	13,833 -1,406	-9%	-$126K	0.4%	60
2025 Q3	$1.39M	Sell	15,239 -1,203	-7%	-$109K	0.45%	51
2025 Q2	$1.46M	Buy	+16,442	New	+$1.45M	0.48%	48

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

Precision Wealth Strategies's VNQ Position: Q2 2026 in Review

Precision Wealth Strategies increased its Vanguard Real Estate ETF (VNQ) stake by 3.7% in Q2 2026, buying an estimated $41.5K and bringing the position to 12,304 shares worth $1.19M. The position accounts for 0.36% of the portfolio, ranked #66.

Precision Wealth Strategies first reported a position in VNQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q2 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Precision Wealth Strategies held 12,304 shares of Vanguard Real Estate ETF worth $1.19M as of Q2 2026.
Precision Wealth Strategies bought 434 Vanguard Real Estate ETF shares in Q2 2026, an estimated $41.5K.
Vanguard Real Estate ETF made up 0.36% of Precision Wealth Strategies's portfolio in Q2 2026, its #66 holding.
Precision Wealth Strategies first reported a position in Vanguard Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's Vanguard Real Estate ETF position peaked at $1.46M in Q2 2025.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.