San Luis Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

San Luis Wealth Advisors’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 Q1	–	Sell	-8,504	Closed	-$758K	–	163
2024 Q4	$758K	Buy	8,504 +1,367	+19%	+$129K	0.14%	76
2024 Q3	$695K	Buy	7,137 +1,917	+37%	+$177K	0.14%	74
2024 Q2	$437K	Buy	+5,220	New	+$431K	0.11%	76
2023 Q2	–	Sell	-2,431	Closed	-$202K	–	188
2023 Q1	$202K	Buy	+2,431	New	+$209K	0.08%	154
2022 Q2	–	Sell	-8,221	Closed	-$954K	–	410
2022 Q1	$954K	Buy	+8,221	New	+$870K	0.47%	47
2021 Q4	–	Sell	-5,545	Closed	-$564K	–	158
2021 Q3	$564K	Buy	+5,545	New	+$588K	0.31%	79
2020 Q4	$1M	Buy	+11,786	New	+$977K	0.65%	41

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

San Luis Wealth Advisors's VNQ Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 8,504 shares — an estimated $758K sold.

San Luis Wealth Advisors first reported a position in VNQ in Q4 2020 and held it in 7 quarters. The position peaked at $1M in Q4 2020. 1,719 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

San Luis Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 8,504 Vanguard Real Estate ETF shares in Q1 2025, an estimated $758K.
San Luis Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 7 quarters.
San Luis Wealth Advisors's Vanguard Real Estate ETF position peaked at $1M in Q4 2020.
1,719 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.