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BerganKDV Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

BerganKDV Wealth Management’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 		$30.1K Sell
360
-173
-32% -$14.2K ﹤0.01% 440
2023
Q1 		$44.3K Hold
533
– – ﹤0.01% 405
2022
Q4 		$44K Hold
533
– – ﹤0.01% 387
2022
Q3 		$43K Hold
533
– – 0.01% 386
2022
Q2 		$49K Hold
533
– – 0.01% 386
2022
Q1 		$58K Sell
533
-303
-36% -$32.1K 0.01% 383
2021
Q4 		$97K Sell
836
-162
-16% -$17.7K 0.01% 337
2021
Q3 		$102K Sell
998
-38
-4% -$4.03K 0.01% 318
2021
Q2 		$106K Buy
1,036
+450
+77% +$44.6K 0.01% 306
2021
Q1 		$54K Sell
586
-967
-62% -$85K 0.01% 363
2020
Q4 		$132K Hold
1,553
– – 0.02% 255
2020
Q3 		$123K Sell
1,553
-1,298
-46% -$104K 0.02% 247
2020
Q2 		$224K Buy
2,851
+2,111
+285% +$160K 0.04% 209
2020
Q1 		$52K Sell
740
-202
-21% -$17.7K 0.01% 315
2019
Q4 		$87K Buy
942
+196
+26% +$18.1K 0.02% 288
2019
Q3 		$70K Sell
746
-397
-35% -$36K 0.01% 296
2019
Q2 		$100K Buy
1,143
+402
+54% +$35.2K 0.02% 263
2019
Q1 		$64K Buy
741
+50
+7% +$4.13K 0.01% 320
2018
Q4 		$52K Buy
691
+2
+0.3% +$158 0.01% 296
2018
Q3 		$56K Buy
689
+3
+0.4% +$247 0.01% 305
2018
Q2 		$56K Buy
+686
New +$53.2K 0.01% 307
2018
Q1 		– Sell
-4,758
Closed -$395K – 208
2017
Q4 		$395K Sell
4,758
-45
-0.9% -$3.77K 0.09% 140
2017
Q3 		$399K Buy
4,803
+387
+9% +$32.3K 0.1% 138
2017
Q2 		$368K Buy
4,416
+57
+1% +$4.75K 0.1% 133
2017
Q1 		$360K Buy
+4,359
New +$362K 0.11% 134

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BerganKDV Wealth Management's VNQ Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 32% in Q2 2023, selling an estimated $14.2K and leaving 360 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

BerganKDV Wealth Management first reported a position in VNQ in Q1 2017 and has held it in 25 quarters since. The position peaked at $399K in Q3 2017. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • BerganKDV Wealth Management held 360 shares of Vanguard Real Estate ETF worth $30.1K as of Q2 2023.
  • BerganKDV Wealth Management sold 173 Vanguard Real Estate ETF shares in Q2 2023, an estimated $14.2K.
  • Vanguard Real Estate ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #440 holding.
  • BerganKDV Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2017 and has held it in 25 quarters since.
  • BerganKDV Wealth Management's Vanguard Real Estate ETF position peaked at $399K in Q3 2017.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.