BBJS Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

BBJS Financial 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 Q3	$1.77M	Sell	18,167 -221	-1%	-$20.3K	0.63%	26
2024 Q2	$1.54M	Sell	18,388 -14,962	-45%	-$1.24M	0.57%	24
2024 Q1	$2.88M	Buy	33,350 +8,274	+33%	+$707K	1.03%	24
2023 Q4	$2.22M	Sell	25,076 -807	-3%	-$64K	0.77%	25
2023 Q3	$1.96M	Buy	25,883 +2,331	+10%	+$192K	0.74%	26
2023 Q2	$1.97M	Buy	23,552 +3,350	+17%	+$274K	0.79%	25
2023 Q1	$1.68M	Buy	20,202 +5,170	+34%	+$444K	0.68%	27
2022 Q4	$1.24M	Buy	+15,032	New	+$1.25M	0.56%	30

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

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

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

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

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

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BBJS Financial Advisors's VNQ Position: Q3 2024 in Review

BBJS Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 1.2% in Q3 2024, selling an estimated $20.3K and leaving 18,167 shares worth $1.77M. The position accounts for 0.63% of the portfolio, ranked #26.

BBJS Financial Advisors first reported a position in VNQ in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.88M in Q1 2024. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

BBJS Financial Advisors held 18,167 shares of Vanguard Real Estate ETF worth $1.77M as of Q3 2024.
BBJS Financial Advisors sold 221 Vanguard Real Estate ETF shares in Q3 2024, an estimated $20.3K.
Vanguard Real Estate ETF made up 0.63% of BBJS Financial Advisors's portfolio in Q3 2024, its #26 holding.
BBJS Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's Vanguard Real Estate ETF position peaked at $2.88M in Q1 2024.
1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.