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SC&H Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

SC&H Financial 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
2026
Q1 		$246K Buy
2,773
+9
+0.3% +$825 0.04% 137
2025
Q4 		$245K Sell
2,764
-38
-1% -$3.42K 0.04% 140
2025
Q3 		$256K Buy
2,802
+22
+0.8% +$2K 0.04% 131
2025
Q2 		$248K Buy
2,780
+157
+6% +$13.8K 0.04% 134
2025
Q1 		$238K Sell
2,623
-12
-0.5% -$1.09K 0.05% 135
2024
Q4 		$235K Buy
2,635
+38
+1% +$3.59K 0.05% 136
2024
Q3 		$253K Sell
2,597
-30
-1% -$2.76K 0.06% 134
2024
Q2 		$220K Hold
2,627
– – 0.05% 135
2024
Q1 		$227K Sell
2,627
-49
-2% -$4.19K 0.06% 132
2023
Q4 		$236K Buy
+2,676
New +$212K 0.07% 128
2023
Q3 		– Sell
-2,609
Closed -$218K – 138
2023
Q2 		$218K Sell
2,609
-73
-3% -$5.98K 0.07% 127
2023
Q1 		$223K Buy
+2,682
New +$230K 0.08% 124

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
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
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