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

Beacon Harbor 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
2024
Q4 		– Sell
-120,552
Closed -$11.7M – 93
2024
Q3 		$11.7M Buy
+120,552
New +$11.1M 2.79% 7

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Harbor Wealth Advisors's VNQ Position: Q4 2024 in Review

Beacon Harbor Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 120,552 shares — an estimated $11.7M sold.

Beacon Harbor Wealth Advisors first reported a position in VNQ in Q3 2024 and held it in 1 quarter. The position peaked at $11.7M in Q3 2024. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Beacon Harbor Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 120,552 Vanguard Real Estate ETF shares in Q4 2024, an estimated $11.7M.
  • Beacon Harbor Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Vanguard Real Estate ETF position peaked at $11.7M in Q3 2024.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.