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Acorn Financial Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Acorn Financial Advisory Services’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
-2,313
Closed -$202K – 256
2023
Q4 		$202K Sell
2,313
-3,653
-61% -$290K 0.04% 235
2023
Q3 		$451K Sell
5,966
-1,363
-19% -$112K 0.08% 145
2023
Q2 		$614K Sell
7,329
-1
-0% -$82 0.11% 114
2023
Q1 		$609K Sell
7,330
-54
-0.7% -$4.64K 0.12% 108
2022
Q4 		$609K Buy
7,384
+17
+0.2% +$1.41K 0.13% 106
2022
Q3 		$590K Sell
7,367
-399
-5% -$37.3K 0.14% 111
2022
Q2 		$707K Buy
7,766
+1,453
+23% +$145K 0.17% 84
2022
Q1 		$685K Buy
6,313
+340
+6% +$36K 0.14% 104
2021
Q4 		$693K Buy
5,973
+204
+4% +$22.3K 0.14% 100
2021
Q3 		$589K Sell
5,769
-11,576
-67% -$1.23M 0.18% 115
2021
Q2 		$1.77M Buy
17,345
+4,204
+32% +$417K 0.52% 53
2021
Q1 		$1.21M Buy
13,141
+638
+5% +$56.1K 0.44% 65
2020
Q4 		$1.06M Buy
12,503
+2,402
+24% +$199K 0.42% 71
2020
Q3 		$799K Buy
10,101
+1,399
+16% +$112K 0.42% 69
2020
Q2 		$683K Buy
8,702
+832
+11% +$63.1K 0.48% 69
2020
Q1 		$550K Buy
7,870
+275
+4% +$24.2K 0.54% 62
2019
Q4 		$705K Buy
+7,595
New +$703K 0.59% 52

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

Acorn Financial Advisory Services's VNQ Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 2,313 shares — an estimated $202K sold.

Acorn Financial Advisory Services first reported a position in VNQ in Q4 2019 and held it in 17 quarters. The position peaked at $1.77M in Q2 2021. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 2,313 Vanguard Real Estate ETF shares in Q1 2024, an estimated $202K.
  • Acorn Financial Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 17 quarters.
  • Acorn Financial Advisory Services's Vanguard Real Estate ETF position peaked at $1.77M in Q2 2021.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.