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Acute Investment Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Acute Investment Advisory’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
2022
Q4 		– Sell
-13,316
Closed -$1.07M – 29
2022
Q3 		$1.07M Buy
+13,316
New +$1.25M 0.77% 20
2022
Q2 		– Sell
-40,419
Closed -$4.38M – 43
2022
Q1 		$4.38M Buy
+40,419
New +$4.28M 3.27% 10

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acute Investment Advisory's VNQ Position: Q4 2022 in Review

Acute Investment Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 13,316 shares — an estimated $1.07M sold.

Acute Investment Advisory first reported a position in VNQ in Q1 2022 and held it in 2 quarters. The position peaked at $4.38M in Q1 2022. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Acute Investment Advisory reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Acute Investment Advisory sold 13,316 Vanguard Real Estate ETF shares in Q4 2022, an estimated $1.07M.
  • Acute Investment Advisory first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 2 quarters.
  • Acute Investment Advisory's Vanguard Real Estate ETF position peaked at $4.38M in Q1 2022.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Acute Investment Advisory's 13F filing for Q4 2022, filed 18 Jan 2023.