Barden Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Barden Capital 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
2024 Q1	–	Sell	-14,914	Closed	-$1.12M	–	72
2023 Q4	$1.12M	Hold	14,914	–	–	0.91%	44
2023 Q3	$1.12M	Buy	14,914 +1,511	+11%	+$125K	1.09%	38
2023 Q2	$1.12M	Sell	13,403 -1,154	-8%	-$94.5K	1.23%	34
2023 Q1	$1.21M	Buy	14,557 +177	+1%	+$15.2K	1.16%	36
2022 Q4	$1.19M	Buy	14,380 +1,511	+12%	+$125K	1.22%	34
2022 Q3	$1.03M	Buy	12,869 +456	+4%	+$42.6K	1.2%	34
2022 Q2	$1.14M	Buy	12,413 +1,290	+12%	+$129K	1.23%	29
2022 Q1	$1.21M	Buy	11,123 +357	+3%	+$37.8K	1.18%	32
2021 Q4	$1.25M	Buy	+10,766	New	+$1.18M	1.19%	37

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Barden Capital Management's VNQ Position: Q1 2024 in Review

Barden Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 14,914 shares — an estimated $1.12M sold.

Barden Capital Management first reported a position in VNQ in Q4 2021 and held it in 9 quarters. The position peaked at $1.25M in Q4 2021. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

Barden Capital Management reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Barden Capital Management sold 14,914 Vanguard Real Estate ETF shares in Q1 2024, an estimated $1.12M.
Barden Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 9 quarters.
Barden Capital Management's Vanguard Real Estate ETF position peaked at $1.25M in Q4 2021.
1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Barden Capital Management's 13F filing for Q1 2024, filed 9 May 2024.