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AlphaStar Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

AlphaStar Capital Management’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
2022
Q3 		– Sell
-25,515
Closed -$2.33M – 369
2022
Q2 		$2.33M Buy
+25,515
New +$2.54M 0.21% 92
2018
Q1 		– Sell
-36,818
Closed -$3.06M – 214
2017
Q4 		$3.06M Buy
+36,818
New +$3.09M 0.79% 35

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AlphaStar Capital Management's VNQ Position: Q3 2022 in Review

AlphaStar Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 25,515 shares — an estimated $2.33M sold.

AlphaStar Capital Management first reported a position in VNQ in Q4 2017 and held it in 2 quarters. The position peaked at $3.06M in Q4 2017. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • AlphaStar Capital Management reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • AlphaStar Capital Management sold 25,515 Vanguard Real Estate ETF shares in Q3 2022, an estimated $2.33M.
  • AlphaStar Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • AlphaStar Capital Management's Vanguard Real Estate ETF position peaked at $3.06M in Q4 2017.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on AlphaStar Capital Management's 13F filing for Q3 2022, filed 21 Oct 2022.