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Arcus Capital Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Arcus Capital Partners’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
-171
Closed -$14.1K – 344
2022
Q4 		$14.1K Buy
+171
New +$14.2K 0.01% 245
2019
Q2 		– Sell
-15,866
Closed -$1.38M – 145
2019
Q1 		$1.38M Hold
15,866
– – 0.53% 23
2018
Q4 		$1.18M Buy
15,866
+122
+0.8% +$9.61K 0.69% 23
2018
Q3 		$1.27M Sell
15,744
-400
-2% -$32.9K 0.6% 27
2018
Q2 		$1.31M Buy
16,144
+158
+1% +$12.2K 0.64% 21
2018
Q1 		$1.21M Buy
+15,986
New +$1.22M 0.68% 27

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arcus Capital Partners's VNQ Position: Q1 2023 in Review

Arcus Capital Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 171 shares — an estimated $14.1K sold.

Arcus Capital Partners first reported a position in VNQ in Q1 2018 and held it in 6 quarters. The position peaked at $1.38M in Q1 2019. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Arcus Capital Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 171 Vanguard Real Estate ETF shares in Q1 2023, an estimated $14.1K.
  • Arcus Capital Partners first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 6 quarters.
  • Arcus Capital Partners's Vanguard Real Estate ETF position peaked at $1.38M in Q1 2019.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.