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Axim Planning & Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-213
Closed -$17K – 159
2022
Q3 		$17K Buy
213
+209
+5,225% +$19.5K 0.02% 89
2022
Q2 		$0 Buy
+4
New +$399 ﹤0.01% 153

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Axim Planning & Wealth's VNQ Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 213 shares — an estimated $17K sold.

Axim Planning & Wealth first reported a position in VNQ in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q3 2022. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 213 Vanguard Real Estate ETF shares in Q4 2022, an estimated $17K.
  • Axim Planning & Wealth first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Vanguard Real Estate ETF position peaked at $17K in Q3 2022.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.