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Able Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Able Wealth 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
2024
Q1 		– Sell
-496
Closed -$43.8K – 556
2023
Q4 		$43.8K Buy
+496
New +$39.3K 0.04% 147

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Able Wealth Management's VNQ Position: Q1 2024 in Review

Able Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 496 shares — an estimated $43.8K sold.

Able Wealth Management first reported a position in VNQ in Q4 2023 and held it in 1 quarter. The position peaked at $43.8K in Q4 2023. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Able Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 496 Vanguard Real Estate ETF shares in Q1 2024, an estimated $43.8K.
  • Able Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Vanguard Real Estate ETF position peaked at $43.8K in Q4 2023.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.