Aries Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Aries Wealth 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
2023 Q2	–	Sell	-2,528	Closed	-$210K	–	205
2023 Q1	$210K	Hold	2,528	–	–	0.09%	182
2022 Q4	$209K	Hold	2,528	–	–	0.09%	176
2022 Q3	$210K	Hold	2,528	–	–	0.09%	172
2022 Q2	$230K	Sell	2,528 -70,201	-97%	-$7M	0.1%	155
2022 Q1	$7.88M	Buy	72,729 +70,201	+2,777%	+$7.43M	3.41%	9
2021 Q4	$293K	Hold	2,528	–	–	0.11%	150
2021 Q3	$257K	Hold	2,528	–	–	0.11%	154
2021 Q2	$257K	Hold	2,528	–	–	0.11%	152
2021 Q1	$238K	Hold	2,528	–	–	0.11%	151
2020 Q4	$210K	Buy	+2,528	New	+$210K	0.1%	151
2019 Q2	–	Sell	-6,001	Closed	-$522K	–	162
2019 Q1	$522K	Sell	6,001 -3,205	-35%	-$265K	0.39%	70
2018 Q4	$686K	Hold	9,206	–	–	0.73%	45
2018 Q3	$743K	Hold	9,206	–	–	0.67%	48
2018 Q2	$754K	Sell	9,206 -278	-3%	-$21.5K	0.7%	48
2018 Q1	$711K	Hold	9,484	–	–	0.69%	47
2017 Q4	$746K	Buy	+9,484	New	+$795K	0.69%	47

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aries Wealth Management's VNQ Position: Q2 2023 in Review

Aries Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 2,528 shares — an estimated $210K sold.

Aries Wealth Management first reported a position in VNQ in Q4 2017 and held it in 16 quarters. The position peaked at $7.88M in Q1 2022. 1,552 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Aries Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Aries Wealth Management sold 2,528 Vanguard Real Estate ETF shares in Q2 2023, an estimated $210K.
Aries Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 16 quarters.
Aries Wealth Management's Vanguard Real Estate ETF position peaked at $7.88M in Q1 2022.
1,552 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Aries Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.