Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-7,983
| Closed | -$731K | – | 206 |
|
|
2025
Q3 | $731K | Sell |
7,983
-292
| -4% | -$26.5K | 0.11% | 83 |
|
|
2025
Q2 | $737K | Buy |
8,275
+22
| +0.3% | +$1.94K | 0.13% | 73 |
|
|
2025
Q1 | $747K | Sell |
8,253
-3,337
| -29% | -$303K | 0.15% | 70 |
|
|
2024
Q4 | $1.05M | Buy |
11,590
+4,035
| +53% | +$381K | 0.2% | 59 |
|
|
2024
Q3 | $736K | Buy |
7,555
+490
| +7% | +$45.1K | 0.14% | 74 |
|
|
2024
Q2 | $592K | Buy |
7,065
+1,017
| +17% | +$84K | 0.12% | 75 |
|
|
2024
Q1 | $523K | Buy |
6,048
+1,566
| +35% | +$134K | 0.11% | 79 |
|
|
2023
Q4 | $396K | Buy |
+4,482
| New | +$355K | 0.09% | 89 |
|
|
2022
Q3 | – | Sell |
-2,523
| Closed | -$239K | – | 139 |
|
|
2022
Q2 | $239K | Sell |
2,523
-63
| -2% | -$6.28K | 0.06% | 116 |
|
|
2022
Q1 | $280K | Sell |
2,586
-917
| -26% | -$97K | 0.06% | 106 |
|
|
2021
Q4 | $403K | Buy |
3,503
+134
| +4% | +$14.6K | 0.08% | 93 |
|
|
2021
Q3 | $343K | Sell |
3,369
-8
| -0.2% | -$848 | 0.08% | 93 |
|
|
2021
Q2 | $344K | Buy |
3,377
+533
| +19% | +$52.9K | 0.08% | 93 |
|
|
2021
Q1 | $242K | Sell |
2,844
-37
| -1% | -$3.25K | 0.06% | 95 |
|
|
2020
Q4 | $227K | Buy |
2,881
+15
| +0.5% | +$1.24K | 0.06% | 92 |
|
|
2020
Q3 | $225K | Sell |
2,866
-753
| -21% | -$60.4K | 0.06% | 106 |
|
|
2020
Q2 | $284K | Sell |
3,619
-169
| -4% | -$12.8K | 0.08% | 98 |
|
|
2020
Q1 | $263K | Buy |
3,788
+1,008
| +36% | +$88.5K | 0.08% | 100 |
|
|
2019
Q4 | $264K | Buy |
2,780
+92
| +3% | +$8.52K | 0.06% | 117 |
|
|
2019
Q3 | $250K | Sell |
2,688
-12
| -0.4% | -$1.09K | 0.06% | 128 |
|
|
2019
Q2 | $236K | Sell |
2,700
-15
| -0.6% | -$1.31K | 0.06% | 135 |
|
|
2019
Q1 | $237K | Sell |
2,715
-3
| -0.1% | -$248 | 0.06% | 121 |
|
|
2018
Q4 | $203K | Sell |
2,718
-1,619
| -37% | -$128K | 0.07% | 120 |
|
|
2018
Q3 | $331K | Buy |
4,337
+434
| +11% | +$35.7K | 0.1% | 97 |
|
|
2018
Q2 | $295K | Hold |
3,903
| – | – | 0.1% | 106 |
|
|
2018
Q1 | $295K | Buy |
3,903
+706
| +22% | +$54K | 0.1% | 110 |
|
|
2017
Q4 | $265K | Buy |
+3,197
| New | +$268K | 0.09% | 112 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$7K | – | 257 |
|
|
2015
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 240 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | 0.01% | 205 |
|
|
2014
Q4 | $8K | Buy |
+100
| New | +$7.84K | 0.01% | 206 |
|
Other funds holding VNQ
Summit Financial Wealth Advisors's VNQ Position: Q4 2025 in Review
Summit Financial Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 7,983 shares — an estimated $731K sold.
Summit Financial Wealth Advisors first reported a position in VNQ in Q4 2014 and held it in 30 quarters. The position peaked at $1.05M in Q4 2024. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.
- Summit Financial Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
- Summit Financial Wealth Advisors sold 7,983 Vanguard Real Estate ETF shares in Q4 2025, an estimated $731K.
- Summit Financial Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 30 quarters.
- Summit Financial Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.05M in Q4 2024.
- 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.
Based on Summit Financial Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.