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Beacon Financial Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Beacon Financial Advisory’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
-2,921
Closed -$258K – 277
2023
Q4 		$258K Sell
2,921
-1,075
-27% -$85.2K 0.12% 208
2023
Q3 		$302K Buy
3,996
+9
+0.2% +$742 0.17% 167
2023
Q2 		$333K Buy
3,987
+136
+4% +$11.1K 0.19% 153
2023
Q1 		$320K Sell
3,851
-330
-8% -$28.4K 0.2% 145
2022
Q4 		$345K Sell
4,181
-1,688
-29% -$140K 0.25% 126
2022
Q3 		$470K Sell
5,869
-2,262
-28% -$212K 0.34% 99
2022
Q2 		$741K Sell
8,131
-333
-4% -$33.2K 0.42% 75
2022
Q1 		$917K Sell
8,464
-282
-3% -$29.8K 0.44% 70
2021
Q4 		$1.01M Buy
8,746
+206
+2% +$22.5K 0.47% 65
2021
Q3 		$869K Sell
8,540
-207
-2% -$22K 0.45% 71
2021
Q2 		$890K Sell
8,747
-1,098
-11% -$109K 0.48% 68
2021
Q1 		$904K Sell
9,845
-8,106
-45% -$712K 0.52% 64
2020
Q4 		$1.52M Buy
17,951
+1,424
+9% +$118K 0.99% 26
2020
Q3 		$1.3M Sell
16,527
-1,377
-8% -$111K 1.13% 21
2020
Q2 		$1.41M Sell
17,904
-1,667
-9% -$126K 1.53% 16
2020
Q1 		$1.37M Sell
19,571
-1,040
-5% -$91.3K 1.74% 14
2019
Q4 		$1.91M Buy
+20,611
New +$1.91M 1.64% 12

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Beacon Financial Advisory's VNQ Position: Q1 2024 in Review

Beacon Financial Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 2,921 shares — an estimated $258K sold.

Beacon Financial Advisory first reported a position in VNQ in Q4 2019 and held it in 17 quarters. The position peaked at $1.91M in Q4 2019. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Beacon Financial Advisory reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,921 Vanguard Real Estate ETF shares in Q1 2024, an estimated $258K.
  • Beacon Financial Advisory first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 17 quarters.
  • Beacon Financial Advisory's Vanguard Real Estate ETF position peaked at $1.91M in Q4 2019.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Beacon Financial Advisory's 13F filing for Q1 2024, filed 1 May 2024.