Wealthcare Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthcare Capital 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	–	Sell	-2,761	Closed	-$245K	–	108
2026 Q1	$245K	Sell	2,761 -5,726	-67%	-$525K	0.02%	87
2025 Q4	$751K	Buy	8,487 +877	+12%	+$78.8K	0.07%	45
2025 Q3	$696K	Buy	7,610 +167	+2%	+$15.1K	0.07%	46
2025 Q2	$663K	Sell	7,443 -484	-6%	-$42.7K	0.07%	43
2025 Q1	$718K	Sell	7,927 -1,325	-14%	-$120K	0.07%	43
2024 Q4	$824K	Sell	9,252 -416	-4%	-$39.3K	0.08%	38
2024 Q3	$942K	Sell	9,668 -876	-8%	-$80.7K	0.09%	38
2024 Q2	$883K	Sell	10,544 -1,652	-14%	-$136K	0.09%	37
2024 Q1	$1.05M	Sell	12,196 -3,442	-22%	-$294K	0.12%	32
2023 Q4	$1.38M	Sell	15,638 -2,750	-15%	-$218K	0.16%	25
2023 Q3	$1.39M	Buy	18,388 +1,505	+9%	+$124K	0.17%	25
2023 Q2	$1.41M	Buy	16,883 +1,804	+12%	+$148K	0.17%	26
2023 Q1	$1.25M	Buy	15,079 +2,019	+15%	+$173K	0.15%	25
2022 Q4	$1.08M	Buy	13,060 +1,263	+11%	+$105K	0.14%	27
2022 Q3	$946K	Sell	11,797 -479	-4%	-$44.8K	0.12%	30
2022 Q2	$1.12M	Sell	12,276 -137	-1%	-$13.7K	0.12%	26
2022 Q1	$1.34M	Buy	12,413 +1,019	+9%	+$108K	0.13%	28
2021 Q4	$1.32M	Buy	11,394 +606	+6%	+$66.2K	0.12%	30
2021 Q3	$1.1M	Buy	10,788 +1,496	+16%	+$159K	0.11%	30
2021 Q2	$946K	Buy	9,292 +47	+0.5%	+$4.66K	0.09%	32
2021 Q1	$849K	Buy	9,245 +3,038	+49%	+$267K	0.09%	34
2020 Q4	$527K	Buy	6,207 +408	+7%	+$33.8K	0.05%	39
2020 Q3	$458K	Buy	5,799 +1,593	+38%	+$128K	0.05%	41
2020 Q2	$330K	Sell	4,206 -221	-5%	-$16.8K	0.04%	44
2020 Q1	$309K	Sell	4,427 -897	-17%	-$78.8K	0.04%	44
2019 Q4	$494K	Buy	5,324 +6	+0.1%	+$556	0.06%	37
2019 Q3	$496K	Sell	5,318 -528	-9%	-$47.9K	0.06%	35
2019 Q2	$511K	Sell	5,846 -920	-14%	-$80.5K	0.07%	33
2019 Q1	$588K	Sell	6,766 -710	-9%	-$58.7K	0.08%	33
2018 Q4	$557K	Buy	7,476 +46	+0.6%	+$3.62K	0.09%	33
2018 Q3	$599K	Sell	7,430 -261	-3%	-$21.5K	0.07%	25
2018 Q2	$626K	Sell	7,691 -92	-1%	-$7.13K	0.07%	25
2018 Q1	$587K	Buy	7,783 +1,112	+17%	+$85.1K	0.07%	27
2017 Q4	$554K	Sell	6,671 -243	-4%	-$20.4K	0.06%	26
2017 Q3	$575K	Sell	6,914 -189	-3%	-$15.8K	0.06%	26
2017 Q2	$591K	Buy	7,103 +1,339	+23%	+$112K	0.07%	26
2017 Q1	$476K	Sell	5,764 -4,851	-46%	-$402K	0.05%	31
2016 Q4	$876K	Buy	10,615 +1,446	+16%	+$118K	0.1%	19
2016 Q3	$795K	Buy	9,169 +289	+3%	+$25.8K	0.09%	20
2016 Q2	$787K	Buy	8,880 +119	+1%	+$10K	0.09%	19
2016 Q1	$734K	Sell	8,761 -401	-4%	-$31.2K	0.09%	21
2015 Q4	$730K	Sell	9,162 -773	-8%	-$61.2K	0.09%	21
2015 Q3	$750K	Buy	9,935 +169	+2%	+$13K	0.09%	19
2015 Q2	$729K	Sell	9,766 -6,072	-38%	-$485K	0.09%	19
2015 Q1	$1.33M	Buy	15,838 +6,918	+78%	+$587K	0.16%	15
2014 Q4	$723K	Sell	8,920 -44	-0.5%	-$3.45K	0.1%	21
2014 Q3	$644K	Buy	8,964 +346	+4%	+$26.1K	0.09%	19
2014 Q2	$645K	Buy	8,618 +5	+0.1%	+$368	0.1%	19
2014 Q1	$608K	Buy	8,613 +8,579	+25,232%	+$587K	0.1%	20
2013 Q4	$2K	Hold	34	–	–	﹤0.01%	112
2013 Q3	$2K	Hold	34	–	–	﹤0.01%	113
2013 Q2	$2K	Buy	+34	New	+$2.47K	﹤0.01%	117

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

Wealthcare Capital Management's VNQ Position: Q2 2026 in Review

Wealthcare Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 2,761 shares — an estimated $245K sold.

Wealthcare Capital Management first reported a position in VNQ in Q2 2013 and held it in 52 quarters. The position peaked at $1.41M in Q2 2023. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Wealthcare Capital Management reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Wealthcare Capital Management sold 2,761 Vanguard Real Estate ETF shares in Q2 2026, an estimated $245K.
Wealthcare Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 52 quarters.
Wealthcare Capital Management's Vanguard Real Estate ETF position peaked at $1.41M in Q2 2023.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.