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

Beam 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
Q2 		– Sell
-4,155
Closed -$359K – 152
2024
Q1 		$359K Buy
4,155
+1,125
+37% +$96.1K 0.22% 75
2023
Q4 		$268K Buy
3,030
+16
+0.5% +$1.27K 0.17% 84
2023
Q3 		$228K Buy
3,014
+379
+14% +$31.3K 0.16% 88
2023
Q2 		$220K Buy
+2,635
New +$216K 0.15% 94
2020
Q1 		– Sell
-4,632
Closed -$430K – 177
2019
Q4 		$430K Buy
+4,632
New +$429K 0.4% 82

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Beam Wealth Advisors's VNQ Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 4,155 shares — an estimated $359K sold.

Beam Wealth Advisors first reported a position in VNQ in Q4 2019 and held it in 5 quarters. The position peaked at $430K in Q4 2019. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Beam Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 4,155 Vanguard Real Estate ETF shares in Q2 2024, an estimated $359K.
  • Beam Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 5 quarters.
  • Beam Wealth Advisors's Vanguard Real Estate ETF position peaked at $430K in Q4 2019.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.