Belmont Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Belmont Capital’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	-130	Closed	-$11.2K	–	232
2024 Q1	$11.2K	Hold	130	–	–	﹤0.01%	160
2023 Q4	$11.5K	Hold	130	–	–	﹤0.01%	140
2023 Q3	$9.84K	Hold	130	–	–	0.01%	141
2023 Q2	$10.9K	Hold	130	–	–	0.01%	137
2023 Q1	$10.8K	Hold	130	–	–	0.01%	98
2022 Q4	$11K	Sell	130 -130	-50%	-$10.8K	0.01%	95
2022 Q3	$21K	Hold	260	–	–	0.02%	52
2022 Q2	$24K	Hold	260	–	–	0.03%	39
2022 Q1	$28K	Hold	260	–	–	0.03%	38
2021 Q4	$30K	Hold	260	–	–	0.02%	37
2021 Q3	$26K	Hold	260	–	–	0.02%	41
2021 Q2	$26K	Buy	260 +130	+100%	+$12.9K	0.03%	36
2021 Q1	$12K	Hold	130	–	–	0.02%	48
2020 Q4	$11K	Buy	+130	New	+$10.8K	0.01%	52

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Belmont Capital's VNQ Position: Q2 2024 in Review

Belmont Capital sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 130 shares — an estimated $11.2K sold.

Belmont Capital first reported a position in VNQ in Q4 2020 and held it in 14 quarters. The position peaked at $30K in Q4 2021. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Belmont Capital reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Belmont Capital sold 130 Vanguard Real Estate ETF shares in Q2 2024, an estimated $11.2K.
Belmont Capital first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 14 quarters.
Belmont Capital's Vanguard Real Estate ETF position peaked at $30K in Q4 2021.
1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Belmont Capital's 13F filing for Q2 2024, filed 13 Aug 2024.