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

Arista 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
Q3 		– Sell
-2,986
Closed -$250K – 61
2023
Q2 		$250K Sell
2,986
-31,760
-91% -$2.6M 0.1% 52
2023
Q1 		$2.89M Sell
34,746
-24,010
-41% -$2.06M 1.57% 14
2022
Q4 		$4.85M Buy
+58,756
New +$4.87M 3.06% 7

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arista Wealth Management's VNQ Position: Q3 2023 in Review

Arista Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 2,986 shares — an estimated $250K sold.

Arista Wealth Management first reported a position in VNQ in Q4 2022 and held it in 3 quarters. The position peaked at $4.85M in Q4 2022. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Arista Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Arista Wealth Management sold 2,986 Vanguard Real Estate ETF shares in Q3 2023, an estimated $250K.
  • Arista Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • Arista Wealth Management's Vanguard Real Estate ETF position peaked at $4.85M in Q4 2022.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Arista Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.