Bridgeworth’s Vanguard Real Estate ETF VNQ Stock Holding History

Bridgeworth’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 Q4	$211K	Sell	2,389 -927	-28%	-$73.5K	0.02%	170
2023 Q3	$251K	Sell	3,316 -9,318	-74%	-$768K	0.03%	144
2023 Q2	$1.06M	Sell	12,634 -6	-0%	-$492	0.12%	73
2023 Q1	$1.05M	Buy	12,640 +730	+6%	+$62.7K	0.13%	75
2022 Q4	$982K	Sell	11,910 -70	-0.6%	-$5.8K	0.16%	71
2022 Q3	$960K	Buy	11,980 +7,366	+160%	+$689K	0.22%	63
2022 Q2	$420K	Buy	4,614 +2,471	+115%	+$246K	0.1%	92
2022 Q1	$232K	Buy	+2,143	New	+$227K	0.05%	134
2019 Q1	–	Sell	-2,680	Closed	-$200K	–	157
2018 Q4	$200K	Buy	+2,680	New	+$211K	0.11%	115
2018 Q3	–	Sell	-2,111	Closed	-$171K	–	537
2018 Q2	$171K	Buy	+2,111	New	+$164K	0.07%	151
2017 Q2	–	Sell	-3,217	Closed	-$267K	–	154
2017 Q1	$267K	Buy	+3,217	New	+$267K	0.14%	115

Other funds holding VNQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wealthfront Advisers

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return