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Barry Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Barry Investment Advisors’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
-2,721
Closed -$240K – 123
2023
Q4 		$240K Buy
2,721
+34
+1% +$2.69K 0.08% 93
2023
Q3 		$205K Sell
2,687
-7
-0.3% -$577 0.07% 107
2023
Q2 		$228K Sell
2,694
-186
-6% -$15.2K 0.08% 109
2023
Q1 		$239K Sell
2,880
-94
-3% -$8.08K 0.08% 101
2022
Q4 		$245K Sell
2,974
-406
-12% -$33.7K 0.08% 101
2022
Q3 		$271K Sell
3,380
-374
-10% -$35K 0.09% 91
2022
Q2 		$342K Sell
3,754
-1,156
-24% -$115K 0.1% 91
2022
Q1 		$532K Buy
4,910
+5
+0.1% +$529 0.14% 79
2021
Q4 		$569K Sell
4,905
-144
-3% -$15.7K 0.15% 72
2021
Q3 		$514K Sell
5,049
-180
-3% -$19.1K 0.14% 70
2021
Q2 		$532K Sell
5,229
-701
-12% -$69.5K 0.14% 71
2021
Q1 		$545K Buy
5,930
+336
+6% +$29.5K 0.15% 70
2020
Q4 		$475K Buy
5,594
+125
+2% +$10.4K 0.14% 65
2020
Q3 		$432K Buy
5,469
+178
+3% +$14.3K 0.15% 53
2020
Q2 		$415K Buy
5,291
+9
+0.2% +$682 0.15% 51
2020
Q1 		$369K Buy
+5,282
New +$464K 0.18% 49
2019
Q4 		– Sell
-3,882
Closed -$362K – 72
2019
Q3 		$362K Buy
3,882
+25
+0.6% +$2.27K 0.13% 47
2019
Q2 		$337K Buy
3,857
+33
+0.9% +$2.89K 0.12% 50
2019
Q1 		$332K Hold
3,824
– – 0.1% 53
2018
Q4 		$285K Buy
+3,824
New +$301K 0.11% 62

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Barry Investment Advisors's VNQ Position: Q1 2024 in Review

Barry Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 2,721 shares — an estimated $240K sold.

Barry Investment Advisors first reported a position in VNQ in Q4 2018 and held it in 20 quarters. The position peaked at $569K in Q4 2021. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Barry Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Barry Investment Advisors sold 2,721 Vanguard Real Estate ETF shares in Q1 2024, an estimated $240K.
  • Barry Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 20 quarters.
  • Barry Investment Advisors's Vanguard Real Estate ETF position peaked at $569K in Q4 2021.
  • 1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Barry Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.