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Buck Wealth Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

Buck Wealth Strategies’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 		– Sell
-360
Closed -$27.2K – 331
2023
Q3 		$27.2K Buy
+360
New +$29.7K 0.01% 146

Other funds holding VNQ

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Goldman Sachs New York $871B 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Buck Wealth Strategies's VNQ Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 360 shares — an estimated $27.2K sold.

Buck Wealth Strategies first reported a position in VNQ in Q3 2023 and held it in 1 quarter. The position peaked at $27.2K in Q3 2023. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 360 Vanguard Real Estate ETF shares in Q4 2023, an estimated $27.2K.
  • Buck Wealth Strategies first reported a position in Vanguard Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Vanguard Real Estate ETF position peaked at $27.2K in Q3 2023.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.