AFG Fiduciary Services’s Vanguard Real Estate ETF VNQ Stock Holding History

AFG Fiduciary 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 Q2	–	Sell	-6,672	Closed	-$574K	–	88
2024 Q1	$574K	Sell	6,672 -2,254	-25%	-$193K	0.42%	40
2023 Q4	$784K	Sell	8,926 -286	-3%	-$22.7K	0.64%	34
2023 Q3	$695K	Sell	9,212 -646	-7%	-$53.3K	0.62%	32
2023 Q2	$849K	Buy	9,858 +2,290	+30%	+$188K	0.64%	34
2023 Q1	$628K	Sell	7,568 -454	-6%	-$39K	0.58%	33
2022 Q4	$662K	Sell	8,022 -5,825	-42%	-$483K	0.62%	32
2022 Q3	$1.11M	Buy	13,847 +2,148	+18%	+$201K	1.05%	23
2022 Q2	$1.07M	Sell	11,699 -3,236	-22%	-$323K	0.93%	30
2022 Q1	$1.62M	Buy	14,935 +11,908	+393%	+$1.26M	1.14%	22
2021 Q4	$351K	Buy	+3,027	New	+$331K	0.25%	55

Other funds holding VNQ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AFG Fiduciary Services's VNQ Position: Q2 2024 in Review

AFG Fiduciary Services sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 6,672 shares — an estimated $574K sold.

AFG Fiduciary Services first reported a position in VNQ in Q4 2021 and held it in 10 quarters. The position peaked at $1.62M in Q1 2022. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

AFG Fiduciary Services reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
AFG Fiduciary Services sold 6,672 Vanguard Real Estate ETF shares in Q2 2024, an estimated $574K.
AFG Fiduciary Services first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 10 quarters.
AFG Fiduciary Services's Vanguard Real Estate ETF position peaked at $1.62M in Q1 2022.
1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on AFG Fiduciary Services's 13F filing for Q2 2024, filed 31 Jul 2024.