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

Ardent 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
2024
Q2 		– Sell
-2,871
Closed -$248K – 44
2024
Q1 		$248K Hold
2,871
– – 0.12% 43
2023
Q4 		$254K Hold
2,871
– – 0.13% 42
2023
Q3 		$217K Buy
+2,871
New +$237K 0.12% 42

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Bank of America
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Wealthfront Advisers
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
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Prudential Financial
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Ardent Capital Management's VNQ Position: Q2 2024 in Review

Ardent Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 2,871 shares — an estimated $248K sold.

Ardent Capital Management first reported a position in VNQ in Q3 2023 and held it in 3 quarters. The position peaked at $254K in Q4 2023. 1,584 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Ardent Capital Management reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Ardent Capital Management sold 2,871 Vanguard Real Estate ETF shares in Q2 2024, an estimated $248K.
  • Ardent Capital Management first reported a position in Vanguard Real Estate ETF in Q3 2023 and held it in 3 quarters.
  • Ardent Capital Management's Vanguard Real Estate ETF position peaked at $254K in Q4 2023.
  • 1,584 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Ardent Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.