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Baldwin Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Baldwin Investment 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
2022
Q3 		– Sell
-6,280
Closed -$572K – 215
2022
Q2 		$572K Buy
6,280
+270
+4% +$26.9K 0.11% 130
2022
Q1 		$651K Buy
6,010
+2,843
+90% +$301K 0.1% 135
2021
Q4 		$367K Buy
+3,167
New +$346K 0.06% 190

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baldwin Investment Management's VNQ Position: Q3 2022 in Review

Baldwin Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 6,280 shares — an estimated $572K sold.

Baldwin Investment Management first reported a position in VNQ in Q4 2021 and held it in 3 quarters. The position peaked at $651K in Q1 2022. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Baldwin Investment Management reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 6,280 Vanguard Real Estate ETF shares in Q3 2022, an estimated $572K.
  • Baldwin Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 3 quarters.
  • Baldwin Investment Management's Vanguard Real Estate ETF position peaked at $651K in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Baldwin Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.