Alliance Wealth Advisors (Pennsylvania)’s Vanguard Real Estate ETF VNQ Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	–	Sell	-6,559	Closed	-$545K	–	131
2023 Q1	$545K	Buy	6,559 +514	+9%	+$44.2K	0.41%	52
2022 Q4	$499K	Buy	6,045 +306	+5%	+$25.4K	0.42%	53
2022 Q3	$460K	Buy	5,739 +233	+4%	+$21.8K	0.43%	51
2022 Q2	$502K	Buy	5,506 +828	+18%	+$82.5K	0.43%	54
2022 Q1	$507K	Buy	4,678 +516	+12%	+$54.6K	0.42%	56
2021 Q4	$483K	Buy	4,162 +139	+3%	+$15.2K	0.39%	62
2021 Q3	$409K	Sell	4,023 -40	-1%	-$4.24K	0.36%	69
2021 Q2	$414K	Buy	4,063 +202	+5%	+$20K	0.37%	67
2021 Q1	$355K	Buy	3,861 +369	+11%	+$32.4K	0.35%	70
2020 Q4	$297K	Buy	+3,492	New	+$290K	0.31%	76

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

Alliance Wealth Advisors (Pennsylvania)'s VNQ Position: Q2 2023 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 6,559 shares — an estimated $545K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in VNQ in Q4 2020 and held it in 10 quarters. The position peaked at $545K in Q1 2023. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Alliance Wealth Advisors (Pennsylvania) reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Alliance Wealth Advisors (Pennsylvania) sold 6,559 Vanguard Real Estate ETF shares in Q2 2023, an estimated $545K.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 10 quarters.
Alliance Wealth Advisors (Pennsylvania)'s Vanguard Real Estate ETF position peaked at $545K in Q1 2023.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2023, filed 24 Jul 2023.