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Berkshire Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Berkshire Asset 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 		– Sell
-3,822
Closed -$317K – 235
2023
Q1 		$317K Sell
3,822
-1,000
-21% -$85.9K 0.02% 181
2022
Q4 		$398K Hold
4,822
– – 0.03% 121
2022
Q3 		$387K Hold
4,822
– – 0.03% 151
2022
Q2 		$439K Hold
4,822
– – 0.03% 149
2022
Q1 		$523K Buy
+4,822
New +$510K 0.03% 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

Berkshire Asset Management's VNQ Position: Q2 2023 in Review

Berkshire Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 3,822 shares — an estimated $317K sold.

Berkshire Asset Management first reported a position in VNQ in Q1 2022 and held it in 5 quarters. The position peaked at $523K in Q1 2022. 1,552 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Berkshire Asset Management reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Berkshire Asset Management sold 3,822 Vanguard Real Estate ETF shares in Q2 2023, an estimated $317K.
  • Berkshire Asset Management first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 5 quarters.
  • Berkshire Asset Management's Vanguard Real Estate ETF position peaked at $523K in Q1 2022.
  • 1,552 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Berkshire Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.