Stockman Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,914
| Closed | -$258K | – | 190 |
|
|
2026
Q1 | $258K | Sell |
2,914
-568
| -16% | -$52.1K | 0.03% | 153 |
|
|
2025
Q4 | $308K | Hold |
3,482
| – | – | 0.04% | 138 |
|
|
2025
Q3 | $318K | Hold |
3,482
| – | – | 0.04% | 133 |
|
|
2025
Q2 | $310K | Hold |
3,482
| – | – | 0.04% | 134 |
|
|
2025
Q1 | $315K | Sell |
3,482
-109
| -3% | -$9.89K | 0.05% | 130 |
|
|
2024
Q4 | $320K | Buy |
3,591
+109
| +3% | +$10.3K | 0.05% | 131 |
|
|
2024
Q3 | $339K | Hold |
3,482
| – | – | 0.05% | 136 |
|
|
2024
Q2 | $292K | Buy |
3,482
+50
| +1% | +$4.13K | 0.05% | 143 |
|
|
2024
Q1 | $297K | Hold |
3,432
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $303K | Hold |
3,432
| – | – | 0.06% | 133 |
|
|
2023
Q3 | $260K | Sell |
3,432
-2,562
| -43% | -$211K | 0.06% | 148 |
|
|
2023
Q2 | $501K | Hold |
5,994
| – | – | 0.11% | 103 |
|
|
2023
Q1 | $498K | Sell |
5,994
-700
| -10% | -$60.1K | 0.11% | 102 |
|
|
2022
Q4 | $552K | Hold |
6,694
| – | – | 0.13% | 104 |
|
|
2022
Q3 | $537K | Sell |
6,694
-15
| -0.2% | -$1.4K | 0.15% | 89 |
|
|
2022
Q2 | $611K | Sell |
6,709
-355
| -5% | -$35.4K | 0.16% | 84 |
|
|
2022
Q1 | $766K | Buy |
7,064
+760
| +12% | +$80.4K | 0.16% | 81 |
|
|
2021
Q4 | $731K | Hold |
6,304
| – | – | 0.15% | 87 |
|
|
2021
Q3 | $642K | Buy |
6,304
+52
| +0.8% | +$5.51K | 0.14% | 93 |
|
|
2021
Q2 | $636K | Sell |
6,252
-810
| -11% | -$80.3K | 0.15% | 94 |
|
|
2021
Q1 | $649K | Sell |
7,062
-3,000
| -30% | -$264K | 0.18% | 86 |
|
|
2020
Q4 | $855K | Buy |
10,062
+4,265
| +74% | +$354K | 0.26% | 68 |
|
|
2020
Q3 | $458K | Hold |
5,797
| – | – | 0.17% | 91 |
|
|
2020
Q2 | $455K | Sell |
5,797
-50
| -0.9% | -$3.79K | 0.17% | 96 |
|
|
2020
Q1 | $408K | Buy |
5,847
+1,316
| +29% | +$116K | 0.18% | 91 |
|
|
2019
Q4 | $420K | Hold |
4,531
| – | – | 0.15% | 107 |
|
|
2019
Q3 | $423K | Hold |
4,531
| – | – | 0.16% | 102 |
|
|
2019
Q2 | $396K | Sell |
4,531
-50
| -1% | -$4.38K | 0.16% | 101 |
|
|
2019
Q1 | $398K | Hold |
4,581
| – | – | 0.17% | 97 |
|
|
2018
Q4 | $342K | Buy |
4,581
+330
| +8% | +$26K | 0.16% | 101 |
|
|
2018
Q3 | $343K | Buy |
4,251
+355
| +9% | +$29.2K | 0.15% | 110 |
|
|
2018
Q2 | $317K | Sell |
3,896
-1,500
| -28% | -$116K | 0.15% | 107 |
|
|
2018
Q1 | $407K | Buy |
5,396
+184
| +4% | +$14.1K | 0.19% | 96 |
|
|
2017
Q4 | $432K | Sell |
5,212
-2,650
| -34% | -$222K | 0.19% | 93 |
|
|
2017
Q3 | $653K | Buy |
+7,862
| New | +$657K | 0.31% | 72 |
|
|
2017
Q2 | – | Sell |
-4,993
| Closed | -$412K | – | 136 |
|
|
2017
Q1 | $412K | Buy |
+4,993
| New | +$414K | 0.23% | 87 |
|
Other funds holding VNQ
Stockman Wealth Management's VNQ Position: Q2 2026 in Review
Stockman Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 2,914 shares — an estimated $258K sold.
Stockman Wealth Management first reported a position in VNQ in Q1 2017 and held it in 36 quarters. The position peaked at $855K in Q4 2020. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.
- Stockman Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
- Stockman Wealth Management sold 2,914 Vanguard Real Estate ETF shares in Q2 2026, an estimated $258K.
- Stockman Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2017 and held it in 36 quarters.
- Stockman Wealth Management's Vanguard Real Estate ETF position peaked at $855K in Q4 2020.
- 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.
Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.