Better Money Decisions’s Vanguard Real Estate ETF VNQ Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-17,590	Closed	-$1.47M	–	63
2023 Q2	$1.47M	Buy	17,590 +489	+3%	+$40.1K	1.2%	17
2023 Q1	$1.42M	Buy	17,101 +2,978	+21%	+$256K	1.2%	18
2022 Q4	$1.16M	Buy	14,123 +1,248	+10%	+$103K	1.01%	22
2022 Q3	$1.03M	Buy	12,875 +1,253	+11%	+$117K	1%	21
2022 Q2	$1.06M	Buy	11,622 +3,408	+41%	+$340K	0.9%	19
2022 Q1	$890K	Buy	8,214 +1,879	+30%	+$199K	0.83%	23
2021 Q4	$735K	Buy	6,335 +457	+8%	+$49.9K	0.62%	30
2021 Q3	$598K	Buy	5,878 +463	+9%	+$49.1K	0.49%	35
2021 Q2	$551K	Buy	5,415 +1,273	+31%	+$126K	0.49%	33
2021 Q1	$380K	Buy	+4,142	New	+$364K	0.39%	37

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Better Money Decisions's VNQ Position: Q3 2023 in Review

Better Money Decisions sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 17,590 shares — an estimated $1.47M sold.

Better Money Decisions first reported a position in VNQ in Q1 2021 and held it in 10 quarters. The position peaked at $1.47M in Q2 2023. 1,523 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Better Money Decisions reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Better Money Decisions sold 17,590 Vanguard Real Estate ETF shares in Q3 2023, an estimated $1.47M.
Better Money Decisions first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 10 quarters.
Better Money Decisions's Vanguard Real Estate ETF position peaked at $1.47M in Q2 2023.
1,523 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Better Money Decisions's 13F filing for Q3 2023, filed 8 Nov 2023.