Bard Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Bard Financial Services’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	-82,895	Closed	-$6.93M	–	310
2023 Q2	$6.93M	Sell	82,895 -3,862	-4%	-$316K	0.52%	56
2023 Q1	$7.2M	Sell	86,757 -13,394	-13%	-$1.15M	0.58%	47
2022 Q4	$8.26M	Sell	100,151 -3,419	-3%	-$283K	0.7%	36
2022 Q3	$8.3M	Sell	103,570 -415	-0.4%	-$38.8K	0.78%	32
2022 Q2	$9.47M	Sell	103,985 -7,396	-7%	-$737K	0.87%	29
2022 Q1	$12.1M	Sell	111,381 -10,577	-9%	-$1.12M	0.98%	22
2021 Q4	$14.1M	Sell	121,958 -1,865	-2%	-$204K	1.14%	20
2021 Q3	$12.6M	Sell	123,823 -1,336	-1%	-$142K	1.12%	19
2021 Q2	$12.7M	Sell	125,159 -3,500	-3%	-$347K	1.13%	18
2021 Q1	$11.8M	Sell	128,659 -1,763	-1%	-$155K	1.15%	20
2020 Q4	$11.1M	Buy	+130,422	New	+$10.8M	1.11%	23

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bard Financial Services's VNQ Position: Q3 2023 in Review

Bard Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 82,895 shares — an estimated $6.93M sold.

Bard Financial Services first reported a position in VNQ in Q4 2020 and held it in 11 quarters. The position peaked at $14.1M in Q4 2021. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Bard Financial Services reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 82,895 Vanguard Real Estate ETF shares in Q3 2023, an estimated $6.93M.
Bard Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's Vanguard Real Estate ETF position peaked at $14.1M in Q4 2021.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.