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

Basso 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
2023
Q2 		– Sell
-4,375
Closed -$363K – 118
2023
Q1 		$363K Hold
4,375
– – 0.35% 59
2022
Q4 		$361K Buy
+4,375
New +$363K 0.39% 52

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Bank of America
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Empower Advisory Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Basso Capital Management's VNQ Position: Q2 2023 in Review

Basso Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 4,375 shares — an estimated $363K sold.

Basso Capital Management first reported a position in VNQ in Q4 2022 and held it in 2 quarters. The position peaked at $363K in Q1 2023. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Basso Capital Management reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Basso Capital Management sold 4,375 Vanguard Real Estate ETF shares in Q2 2023, an estimated $363K.
  • Basso Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Basso Capital Management's Vanguard Real Estate ETF position peaked at $363K in Q1 2023.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Basso Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.