Westmount Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Westmount Partners’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	$275K	Buy	2,852 +5	+0.2%	+$478	0.06%	223
2026 Q1	$253K	Buy	2,847 +10	+0.4%	+$917	0.06%	228
2025 Q4	$251K	Sell	2,837 -24	-0.8%	-$2.16K	0.06%	219
2025 Q3	$262K	Buy	2,861 +19	+0.7%	+$1.72K	0.07%	209
2025 Q2	$253K	Buy	2,842 +13	+0.5%	+$1.15K	0.07%	213
2025 Q1	$256K	Buy	2,829 +502	+22%	+$45.6K	0.08%	206
2024 Q4	$207K	Sell	2,327 -98	-4%	-$9.26K	0.06%	207
2024 Q3	$236K	Buy	+2,425	New	+$223K	0.07%	199
2024 Q2	–	Sell	-2,590	Closed	-$224K	–	228
2024 Q1	$224K	Buy	2,590 +30	+1%	+$2.56K	0.08%	188
2023 Q4	$226K	Sell	2,560 -116	-4%	-$9.19K	0.09%	174
2023 Q3	$202K	Buy	2,676 +23	+0.9%	+$1.9K	0.09%	181
2023 Q2	$222K	Sell	2,653 -463	-15%	-$37.9K	0.1%	162
2023 Q1	$259K	Buy	3,116 +172	+6%	+$14.8K	0.12%	150
2022 Q4	$243K	Buy	+2,944	New	+$244K	0.13%	150

Other funds holding VNQ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return