AWM
VNQ icon

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

Aevitas 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
2022
Q4 		$771K Buy
9,343
+1,443
+18% +$120K 0.46% 53
2022
Q3 		$633K Sell
7,900
-47
-0.6% -$4.39K 0.48% 56
2022
Q2 		$724K Sell
7,947
-72
-0.9% -$7.18K 0.49% 56
2022
Q1 		$869K Sell
8,019
-742
-8% -$78.5K 0.53% 55
2021
Q4 		$1.02M Sell
8,761
-761
-8% -$83.1K 0.61% 47
2021
Q3 		$969K Buy
9,522
+1,242
+15% +$132K 0.62% 48
2021
Q2 		$843K Buy
8,280
+2,643
+47% +$262K 0.54% 53
2021
Q1 		$518K Buy
5,637
+624
+12% +$54.8K 0.36% 71
2020
Q4 		$426K Buy
5,013
+59
+1% +$4.89K 0.31% 77
2020
Q3 		$391K Sell
4,954
-225
-4% -$18.1K 0.32% 78
2020
Q2 		$407K Buy
5,179
+288
+6% +$21.8K 0.38% 73
2020
Q1 		$342K Buy
4,891
+225
+5% +$19.8K 0.38% 71
2019
Q4 		$433K Buy
4,666
+128
+3% +$11.9K 0.41% 67
2019
Q3 		$423K Buy
4,538
+44
+1% +$3.99K 0.42% 66
2019
Q2 		$393K Sell
4,494
-875
-16% -$76.6K 0.4% 70
2019
Q1 		$466K Sell
5,369
-1
-0% -$83 0.42% 67
2018
Q4 		$400K Buy
5,370
+41
+0.8% +$3.23K 0.41% 66
2018
Q3 		$430K Sell
5,329
-60
-1% -$4.94K 0.39% 67
2018
Q2 		$439K Buy
5,389
+643
+14% +$49.8K 0.43% 61
2018
Q1 		$358K Sell
4,746
-167
-3% -$12.8K 0.36% 71
2017
Q4 		$408K Buy
+4,913
New +$412K 0.39% 65

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Aevitas Wealth Management's VNQ Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 18% in Q4 2022, buying an estimated $120K and bringing the position to 9,343 shares worth $771K. The position accounts for 0.46% of the portfolio, ranked #53.

Aevitas Wealth Management first reported a position in VNQ in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.02M in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Aevitas Wealth Management held 9,343 shares of Vanguard Real Estate ETF worth $771K as of Q4 2022.
  • Aevitas Wealth Management bought 1,443 Vanguard Real Estate ETF shares in Q4 2022, an estimated $120K.
  • Vanguard Real Estate ETF made up 0.46% of Aevitas Wealth Management's portfolio in Q4 2022, its #53 holding.
  • Aevitas Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Vanguard Real Estate ETF position peaked at $1.02M in Q4 2021.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.