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

Accel 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
2023 Q4	–	Sell	-2,885	Closed	-$218K	–	197
2023 Q3	$218K	Buy	2,885 +2	+0.1%	+$165	0.12%	153
2023 Q2	$241K	Buy	2,883 +1,993	+224%	+$163K	0.13%	144
2023 Q1	$73.9K	Buy	890 +3	+0.3%	+$258	0.03%	389
2022 Q4	$73.2K	Sell	887 -18	-2%	-$1.49K	0.04%	294
2022 Q3	$75K	Sell	905 -12	-1%	-$1.12K	0.04%	295
2022 Q2	$84K	Buy	917 +1	+0.1%	+$100	0.05%	261
2022 Q1	$101K	Buy	916 +532	+139%	+$56.3K	0.05%	255
2021 Q4	$45K	Buy	384 +31	+9%	+$3.39K	0.02%	397
2021 Q3	$36K	Sell	353 -90	-20%	-$9.54K	0.02%	386
2021 Q2	$45K	Buy	443 +1	+0.2%	+$99	0.03%	359
2021 Q1	$41K	Buy	442 +1	+0.2%	+$88	0.03%	352
2020 Q4	$37K	Buy	+441	New	+$36.6K	0.03%	357

Other funds holding VNQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Accel Wealth Management's VNQ Position: Q4 2023 in Review

Accel Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 2,885 shares — an estimated $218K sold.

Accel Wealth Management first reported a position in VNQ in Q4 2020 and held it in 12 quarters. The position peaked at $241K in Q2 2023. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Accel Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Accel Wealth Management sold 2,885 Vanguard Real Estate ETF shares in Q4 2023, an estimated $218K.
Accel Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 12 quarters.
Accel Wealth Management's Vanguard Real Estate ETF position peaked at $241K in Q2 2023.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Accel Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.