Ahrens Investment Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Ahrens Investment Partners’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 Q1	$79.3K	Buy	+955	New	+$82.1K	0.04%	253
2022 Q3	–	Sell	-900	Closed	-$82K	–	886
2022 Q2	$82K	Sell	900 -100	-10%	-$9.97K	0.04%	254
2022 Q1	$108K	Sell	1,000 -1,985	-66%	-$210K	0.03%	259
2021 Q4	$346K	Buy	+2,985	New	+$326K	0.15%	127
2020 Q1	–	Sell	-3,634	Closed	-$337K	–	173
2019 Q4	$337K	Buy	3,634 +440	+14%	+$40.7K	0.14%	111
2019 Q3	$298K	Buy	3,194 +552	+21%	+$50.1K	0.13%	115
2019 Q2	$231K	Buy	+2,642	New	+$231K	0.1%	131

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

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

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

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

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

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

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

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

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

Ahrens Investment Partners's VNQ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2023: 955 shares worth $79.3K. The stake represents 0.04% of the portfolio and ranks #253 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VNQ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VNQ in Q2 2019 and has held it in 7 quarters since. The position peaked at $346K in Q4 2021. 1,588 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Ahrens Investment Partners held 955 shares of Vanguard Real Estate ETF worth $79.3K as of Q1 2023.
Vanguard Real Estate ETF was a new Ahrens Investment Partners position in Q1 2023.
Vanguard Real Estate ETF made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #253 holding.
Ahrens Investment Partners first reported a position in Vanguard Real Estate ETF in Q2 2019 and has held it in 7 quarters since.
Ahrens Investment Partners's Vanguard Real Estate ETF position peaked at $346K in Q4 2021.
1,588 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.