Amplius Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Amplius Wealth 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
2023 Q1	–	Sell	-5,214	Closed	-$430K	–	174
2022 Q4	$430K	Buy	+5,214	New	+$432K	0.07%	100
2022 Q3	–	Sell	-2,870	Closed	-$261K	–	178
2022 Q2	$261K	Buy	+2,870	New	+$286K	0.04%	137
2022 Q1	–	Sell	-47	Closed	-$5K	–	888
2021 Q4	$5K	Buy	+47	New	+$5.13K	﹤0.01%	721

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

Amplius Wealth Advisors's VNQ Position: Q1 2023 in Review

Amplius Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 5,214 shares — an estimated $430K sold.

Amplius Wealth Advisors first reported a position in VNQ in Q4 2021 and held it in 3 quarters. The position peaked at $430K in Q4 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Amplius Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 5,214 Vanguard Real Estate ETF shares in Q1 2023, an estimated $430K.
Amplius Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 3 quarters.
Amplius Wealth Advisors's Vanguard Real Estate ETF position peaked at $430K in Q4 2022.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Amplius Wealth Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.