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BDO Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

BDO Wealth 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
2023
Q2 		$446K Hold
5,333
– – 0.05% 183
2023
Q1 		$443K Buy
5,333
+18
+0.3% +$1.55K 0.05% 177
2022
Q4 		$438K Hold
5,315
– – 0.05% 183
2022
Q3 		$426K Sell
5,315
-162
-3% -$15.1K 0.06% 183
2022
Q2 		$499K Hold
5,477
– – 0.06% 175
2022
Q1 		$594K Hold
5,477
– – 0.06% 169
2021
Q4 		$635K Buy
5,477
+160
+3% +$17.5K 0.07% 163
2021
Q3 		$541K Sell
5,317
-295
-5% -$31.3K 0.06% 172
2021
Q2 		$571K Buy
5,612
+130
+2% +$12.9K 0.06% 173
2021
Q1 		$504K Buy
5,482
+2,204
+67% +$194K 0.06% 176
2020
Q4 		$278K Sell
3,278
-305
-9% -$25.3K 0.04% 204
2020
Q3 		$283K Buy
3,583
+5
+0.1% +$401 0.05% 185
2020
Q2 		$281K Sell
3,578
-244
-6% -$18.5K 0.05% 182
2020
Q1 		$267K Buy
3,822
+114
+3% +$10K 0.05% 177
2019
Q4 		$344K Buy
3,708
+40
+1% +$3.7K 0.09% 133
2019
Q3 		$342K Sell
3,668
-100
-3% -$9.08K 0.09% 141
2019
Q2 		$329K Buy
3,768
+75
+2% +$6.57K 0.09% 138
2019
Q1 		$321K Hold
3,693
– – 0.09% 134
2018
Q4 		$275K Sell
3,693
-150
-4% -$11.8K 0.09% 124
2018
Q3 		$310K Buy
3,843
+75
+2% +$6.18K 0.1% 119
2018
Q2 		$307K Hold
3,768
– – 0.1% 118
2018
Q1 		$284K Sell
3,768
-703
-16% -$53.8K 0.11% 109
2017
Q4 		$371K Buy
4,471
+3,241
+263% +$272K 0.17% 93
2017
Q3 		$102K Sell
1,230
-867
-41% -$72.4K 0.05% 136
2017
Q2 		$175K Buy
+2,097
New +$175K 0.08% 135

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
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

BDO Wealth Advisors's VNQ Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2023 at 5,333 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #183.

BDO Wealth Advisors first reported a position in VNQ in Q2 2017 and has held it in 25 quarters since. The position peaked at $635K in Q4 2021. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • BDO Wealth Advisors held 5,333 shares of Vanguard Real Estate ETF worth $446K as of Q2 2023.
  • BDO Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2023.
  • Vanguard Real Estate ETF made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #183 holding.
  • BDO Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Vanguard Real Estate ETF position peaked at $635K in Q4 2021.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.