RWA Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

RWA Wealth Partners’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 Q1	$2.2M	Sell	24,748 -596	-2%	-$54.6K	0.02%	243
2025 Q4	$2.24M	Buy	25,344 +15,258	+151%	+$1.37M	0.02%	246
2025 Q3	$922K	Buy	10,086 +244	+2%	+$22.1K	0.01%	358
2025 Q2	$877K	Sell	9,842 -2,554	-21%	-$225K	0.01%	350
2025 Q1	$1.12M	Sell	12,396 -1,853	-13%	-$168K	0.01%	303
2024 Q4	$1.27M	Buy	14,249 +315	+2%	+$29.8K	0.02%	292
2024 Q3	$1.36M	Buy	13,934 +1,235	+10%	+$114K	0.02%	284
2024 Q2	$1.06M	Buy	12,699 +1,028	+9%	+$84.9K	0.01%	293
2024 Q1	$1.01M	Sell	11,671 -554	-5%	-$47.3K	0.01%	303
2023 Q4	$1.08M	Buy	12,225 +9,377	+329%	+$743K	0.02%	281
2023 Q3	$215K	Sell	2,848 -1,316	-32%	-$109K	﹤0.01%	352
2023 Q2	$348K	Buy	+4,164	New	+$341K	0.01%	263
2019 Q4	–	Sell	-3,743	Closed	-$349K	–	244
2019 Q3	$349K	Buy	+3,743	New	+$340K	0.04%	182
2018 Q3	–	Sell	-137	Closed	-$11K	–	683
2018 Q2	$11K	Sell	137 -138	-50%	-$10.7K	﹤0.01%	613
2018 Q1	$21K	Buy	+275	New	+$21K	﹤0.01%	411

Other funds holding VNQ

Empower Advisory Group

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

Northwestern Mutual Wealth Management

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

Creative Planning

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

Bank of America

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

Wealthfront Advisers

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

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

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return