True Link Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

True Link 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 Q2	–	Sell	-323	Closed	-$28.6K	–	397
2026 Q1	$28.6K	Buy	+323	New	+$29.6K	﹤0.01%	262
2023 Q2	–	Sell	-2,851	Closed	-$237K	–	123
2023 Q1	$237K	Sell	2,851 -460	-14%	-$39.5K	0.03%	114
2022 Q4	$273K	Sell	3,311 -15,078	-82%	-$1.25M	0.04%	109
2022 Q3	$1.47M	Sell	18,389 -445	-2%	-$41.6K	0.21%	42
2022 Q2	$1.72M	Sell	18,834 -3,903	-17%	-$389K	0.26%	39
2022 Q1	$2.46M	Buy	22,737 +22,529	+10,831%	+$2.38M	0.36%	25
2021 Q4	$24K	Sell	208 -43	-17%	-$4.7K	﹤0.01%	554
2021 Q3	$26K	Hold	251	–	–	﹤0.01%	544
2021 Q2	$26K	Sell	251 -513	-67%	-$50.9K	﹤0.01%	483
2021 Q1	$70K	Sell	764 -1,728	-69%	-$152K	0.01%	452
2020 Q4	$212K	Buy	+2,492	New	+$207K	0.03%	241

Other funds holding VNQ

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

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

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

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

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

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

True Link Financial Advisors's VNQ Position: Q2 2026 in Review

True Link Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 323 shares — an estimated $28.6K sold.

True Link Financial Advisors first reported a position in VNQ in Q4 2020 and held it in 11 quarters. The position peaked at $2.46M in Q1 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

True Link Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 323 Vanguard Real Estate ETF shares in Q2 2026, an estimated $28.6K.
True Link Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 11 quarters.
True Link Financial Advisors's Vanguard Real Estate ETF position peaked at $2.46M in Q1 2022.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.