AJ Wealth Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

AJ Wealth Strategies’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 Q2	$594K	Hold	7,112	–	–	0.03%	170
2023 Q1	$591K	Hold	7,112	–	–	0.03%	163
2022 Q4	$587K	Buy	7,112 +2,365	+50%	+$196K	0.03%	170
2022 Q3	$381K	Sell	4,747 -2,802	-37%	-$262K	0.02%	208
2022 Q2	$688K	Sell	7,549 -592	-7%	-$59K	0.04%	159
2022 Q1	$882K	Buy	8,141 +10	+0.1%	+$1.06K	0.04%	150
2021 Q4	$943K	Buy	8,131 +812	+11%	+$88.7K	0.04%	145
2021 Q3	$745K	Buy	7,319 +5	+0.1%	+$530	0.04%	154
2021 Q2	$744K	Buy	7,314 +6	+0.1%	+$595	0.04%	148
2021 Q1	$671K	Buy	7,308 +5	+0.1%	+$439	0.05%	141
2020 Q4	$620K	Buy	7,303 +18	+0.2%	+$1.49K	0.05%	132
2020 Q3	$575K	Buy	7,285 +8	+0.1%	+$642	0.06%	127
2020 Q2	$571K	Sell	7,277 -802	-10%	-$60.8K	0.06%	119
2020 Q1	$564K	Buy	8,079 +4,301	+114%	+$378K	0.08%	87
2019 Q4	$351K	Hold	3,778	–	–	0.04%	87
2019 Q3	$352K	Buy	+3,778	New	+$343K	0.05%	83
2018 Q1	–	Sell	-6,373	Closed	-$529K	–	100
2017 Q4	$529K	Buy	6,373 +2,930	+85%	+$246K	0.13%	60
2017 Q3	$286K	Hold	3,443	–	–	0.09%	64
2017 Q2	$287K	Hold	3,443	–	–	0.11%	58
2017 Q1	$284K	Hold	3,443	–	–	0.12%	62
2016 Q4	$284K	Buy	+3,443	New	+$280K	0.15%	57

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

AJ Wealth Strategies's VNQ Position: Q2 2023 in Review

AJ Wealth Strategies held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2023 at 7,112 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #170.

AJ Wealth Strategies first reported a position in VNQ in Q4 2016 and has held it in 21 quarters since. The position peaked at $943K in Q4 2021. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

AJ Wealth Strategies held 7,112 shares of Vanguard Real Estate ETF worth $594K as of Q2 2023.
AJ Wealth Strategies left its Vanguard Real Estate ETF share count unchanged in Q2 2023.
Vanguard Real Estate ETF made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #170 holding.
AJ Wealth Strategies first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 21 quarters since.
AJ Wealth Strategies's Vanguard Real Estate ETF position peaked at $943K in Q4 2021.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.