SSWM
VNQ icon

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

Sheets Smith 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
2026
Q2 		$305K Hold
3,165
– – 0.03% 350
2026
Q1 		$281K Sell
3,165
-5
-0.2% -$458 0.03% 353
2025
Q4 		$281K Buy
3,170
+153
+5% +$13.8K 0.03% 355
2025
Q3 		$276K Buy
3,017
+65
+2% +$5.9K 0.03% 359
2025
Q2 		$263K Sell
2,952
-9
-0.3% -$794 0.03% 358
2025
Q1 		$268K Sell
2,961
-2
-0.1% -$182 0.03% 311
2024
Q4 		$264K Sell
2,963
-513
-15% -$48.5K 0.03% 329
2024
Q3 		$339K Buy
3,476
+8
+0.2% +$737 0.04% 305
2024
Q2 		$290K Sell
3,468
-104
-3% -$8.59K 0.03% 322
2024
Q1 		$309K Buy
3,572
+118
+3% +$10.1K 0.03% 319
2023
Q4 		$305K Sell
3,454
-348
-9% -$27.6K 0.04% 286
2023
Q3 		$288K Buy
3,802
+237
+7% +$19.5K 0.04% 275
2023
Q2 		$298K Sell
3,565
-500
-12% -$41K 0.04% 277
2023
Q1 		$338K Buy
4,065
+50
+1% +$4.3K 0.05% 248
2022
Q4 		$331K Sell
4,015
-5,506
-58% -$457K 0.05% 241
2022
Q3 		$763K Buy
9,521
+743
+8% +$69.5K 0.13% 150
2022
Q2 		$800K Buy
8,778
+1,062
+14% +$106K 0.13% 149
2022
Q1 		$836K Buy
7,716
+25
+0.3% +$2.65K 0.12% 159
2021
Q4 		$892K Buy
7,691
+34
+0.4% +$3.71K 0.11% 164
2021
Q3 		$779K Buy
7,657
+20
+0.3% +$2.12K 0.11% 168
2021
Q2 		$777K Buy
7,637
+502
+7% +$49.8K 0.1% 169
2021
Q1 		$655K Buy
7,135
+103
+1% +$9.05K 0.1% 173
2020
Q4 		$597K Buy
7,032
+436
+7% +$36.2K 0.09% 180
2020
Q3 		$521K Sell
6,596
-130
-2% -$10.4K 0.09% 175
2020
Q2 		$528K Buy
6,726
+288
+4% +$21.8K 0.11% 151
2020
Q1 		$450K Buy
6,438
+1,841
+40% +$162K 0.09% 168
2019
Q4 		$427K Buy
4,597
+7
+0.2% +$648 0.08% 225
2019
Q3 		$428K Buy
4,590
+61
+1% +$5.54K 0.09% 212
2019
Q2 		$396K Buy
4,529
+5
+0.1% +$438 0.08% 237
2019
Q1 		$393K Buy
4,524
+295
+7% +$24.4K 0.09% 232
2018
Q4 		$315K Sell
4,229
-63
-1% -$4.96K 0.08% 219
2018
Q3 		$346K Sell
4,292
-81
-2% -$6.67K 0.07% 273
2018
Q2 		$356K Sell
4,373
-1,684
-28% -$130K 0.08% 245
2018
Q1 		$457K Sell
6,057
-213
-3% -$16.3K 0.11% 197
2017
Q4 		$520K Sell
6,270
-1,787
-22% -$150K 0.12% 190
2017
Q3 		$669K Hold
8,057
– – 0.17% 155
2017
Q2 		$671K Hold
8,057
– – 0.18% 146
2017
Q1 		$665K Buy
8,057
+125
+2% +$10.4K 0.18% 152
2016
Q4 		$655K Buy
7,932
+70
+0.9% +$5.7K 0.18% 151
2016
Q3 		$682K Hold
7,862
– – 0.19% 151
2016
Q2 		$697K Buy
7,862
+887
+13% +$74.5K 0.2% 153
2016
Q1 		$585K Hold
6,975
– – 0.18% 144
2015
Q4 		$556K Buy
6,975
+30
+0.4% +$2.38K 0.17% 148
2015
Q3 		$525K Hold
6,945
– – 0.18% 133
2015
Q2 		$519K Hold
6,945
– – 0.14% 163
2015
Q1 		$586K Sell
6,945
-30
-0.4% -$2.55K 0.16% 157
2014
Q4 		$565K Buy
6,975
+63
+0.9% +$4.94K 0.15% 167
2014
Q3 		$497K Hold
6,912
– – 0.14% 170
2014
Q2 		$517K Buy
6,912
+30
+0.4% +$2.21K 0.14% 174
2014
Q1 		$486K Sell
6,882
-341
-5% -$23.3K 0.14% 175
2013
Q4 		$466K Sell
7,223
-21,189
-75% -$1.42M 0.13% 184
2013
Q3 		$1.88M Sell
28,412
-226
-0.8% -$15.4K 0.61% 46
2013
Q2 		$1.97M Buy
+28,638
New +$2.08M 0.67% 48

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EWM
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FWP
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HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DF
Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return