All Season Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

All Season Financial Advisors’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 Q3	$4.62M	Buy	+47,462	New	+$4.37M	3.94%	4
2024 Q2	–	Sell	-13,183	Closed	-$1.14M	–	118
2024 Q1	$1.14M	Sell	13,183 -11,876	-47%	-$1.01M	0.94%	26
2023 Q4	$2.21M	Buy	+25,059	New	+$1.99M	1.88%	17
2022 Q2	–	Sell	-10,943	Closed	-$1.19M	–	172
2022 Q1	$1.19M	Sell	10,943 -48,071	-81%	-$5.09M	0.84%	34
2021 Q4	$6.85M	Buy	59,014 +37,861	+179%	+$4.14M	4.76%	3
2021 Q3	$2.15M	Sell	21,153 -30,876	-59%	-$3.27M	1.73%	19
2021 Q2	$5.3M	Buy	+52,029	New	+$5.16M	3.8%	6

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

All Season Financial Advisors's VNQ Position: Q3 2024 in Review

All Season Financial Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2024: 47,462 shares worth $4.62M. The stake represents 3.94% of the portfolio and ranks #4 among its holdings. This is a return to the name: All Season Financial Advisors previously reported a position in VNQ as recently as Q1 2024.

All Season Financial Advisors first reported a position in VNQ in Q2 2021 and has held it in 7 quarters since. The position peaked at $6.85M in Q4 2021. 1,659 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

All Season Financial Advisors held 47,462 shares of Vanguard Real Estate ETF worth $4.62M as of Q3 2024.
Vanguard Real Estate ETF was a new All Season Financial Advisors position in Q3 2024.
Vanguard Real Estate ETF made up 3.94% of All Season Financial Advisors's portfolio in Q3 2024, its #4 holding.
All Season Financial Advisors first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 7 quarters since.
All Season Financial Advisors's Vanguard Real Estate ETF position peaked at $6.85M in Q4 2021.
1,659 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.