Bromfield Sneider Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Bromfield Sneider Wealth Advisors’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
2024 Q1	$78.4K	Hold	907	–	–	0.05%	59
2023 Q4	$80.1K	Hold	907	–	–	0.05%	56
2023 Q3	$68.6K	Hold	907	–	–	0.05%	57
2023 Q2	$75.7K	Hold	907	–	–	0.06%	57
2023 Q1	$75.3K	Hold	907	–	–	0.06%	54
2022 Q4	$74.8K	Hold	907	–	–	0.07%	52
2022 Q3	$73K	Hold	907	–	–	0.09%	47
2022 Q2	$83K	Sell	907 -575	-39%	-$57.3K	0.1%	44
2022 Q1	$161K	Buy	+1,482	New	+$157K	0.17%	34

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Bromfield Sneider Wealth Advisors's VNQ Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2024 at 907 shares worth $78.4K. The position accounts for 0.05% of the portfolio, ranked #59.

Bromfield Sneider Wealth Advisors first reported a position in VNQ in Q1 2022 and has held it in 9 quarters since. The position peaked at $161K in Q1 2022. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

Bromfield Sneider Wealth Advisors held 907 shares of Vanguard Real Estate ETF worth $78.4K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q1 2024.
Vanguard Real Estate ETF made up 0.05% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #59 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Vanguard Real Estate ETF position peaked at $161K in Q1 2022.
1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.