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Aviso Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Aviso Financial’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
Q3 		– Sell
-212
Closed -$17.8K – 381
2024
Q2 		$17.8K Buy
+212
New +$17.5K ﹤0.01% 273

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Aviso Financial's VNQ Position: Q3 2024 in Review

Aviso Financial sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 212 shares — an estimated $17.8K sold.

Aviso Financial first reported a position in VNQ in Q2 2024 and held it in 1 quarter. The position peaked at $17.8K in Q2 2024. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Aviso Financial reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Aviso Financial sold 212 Vanguard Real Estate ETF shares in Q3 2024, an estimated $17.8K.
  • Aviso Financial first reported a position in Vanguard Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Aviso Financial's Vanguard Real Estate ETF position peaked at $17.8K in Q2 2024.
  • 1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Aviso Financial's 13F filing for Q3 2024, filed 13 Nov 2024.