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Brick & Kyle Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Brick & Kyle Associates’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
2022
Q3 		– Sell
-3,574
Closed -$324K – 58
2022
Q2 		$324K Buy
3,574
+4
+0.1% +$399 0.18% 56
2022
Q1 		$387K Sell
3,570
-3,564
-50% -$377K 0.19% 54
2021
Q4 		$828K Buy
7,134
+3,503
+96% +$383K 0.19% 54
2021
Q3 		$374K Buy
+3,631
New +$385K 0.19% 57
2021
Q2 		– Sell
-3,427
Closed -$317K – 61
2021
Q1 		$317K Buy
3,427
+654
+24% +$57.5K 0.18% 57
2020
Q4 		$234K Buy
+2,773
New +$230K 0.15% 56
2020
Q3 		– Sell
-3,039
Closed -$236K – 62
2020
Q2 		$236K Buy
+3,039
New +$230K 0.18% 58
2020
Q1 		– Sell
-3,039
Closed -$288K – 67
2019
Q4 		$288K Buy
+3,039
New +$281K 0.22% 56
2018
Q2 		$216K Hold
2,652
– – 0.17% 96
2018
Q1 		$200K Hold
2,652
– – 0.16% 97
2017
Q4 		$220K Sell
2,652
-32
-1% -$2.68K 0.18% 91
2017
Q3 		$223K Buy
2,684
+100
+4% +$8.36K 0.18% 89
2017
Q2 		$215K Sell
2,584
-168
-6% -$14K 0.18% 90
2017
Q1 		$227K Buy
2,752
+450
+20% +$37.3K 0.18% 84
2016
Q4 		$190K Hold
2,302
– – 0.15% 92
2016
Q3 		$200K Buy
2,302
+27
+1% +$2.41K 0.16% 86
2016
Q2 		$202K Buy
2,275
+200
+10% +$16.8K 0.17% 85
2016
Q1 		$174K Hold
2,075
– – 0.15% 88
2015
Q4 		$165K Sell
2,075
-300
-13% -$23.7K 0.15% 94
2015
Q3 		$179K Hold
2,375
– – 0.17% 94
2015
Q2 		$177K Hold
2,375
– – 0.15% 98
2015
Q1 		$200K Buy
2,375
+325
+16% +$27.6K 0.17% 93
2014
Q4 		$166K Buy
+2,050
New +$161K 0.14% 104

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brick & Kyle Associates's VNQ Position: Q3 2022 in Review

Brick & Kyle Associates sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 3,574 shares — an estimated $324K sold.

Brick & Kyle Associates first reported a position in VNQ in Q4 2014 and held it in 23 quarters. The position peaked at $828K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Brick & Kyle Associates reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Brick & Kyle Associates sold 3,574 Vanguard Real Estate ETF shares in Q3 2022, an estimated $324K.
  • Brick & Kyle Associates first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 23 quarters.
  • Brick & Kyle Associates's Vanguard Real Estate ETF position peaked at $828K in Q4 2021.
  • 1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Brick & Kyle Associates's 13F filing for Q3 2022, filed 16 Nov 2022.