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 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

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 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 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