CPP
VNQ icon

Capasso Planning Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-3,218
Closed -$314K – 152
2024
Q3 		$314K Buy
3,218
+620
+24% +$57.1K 0.09% 120
2024
Q2 		$218K Sell
2,598
-117
-4% -$9.66K 0.07% 135
2024
Q1 		$235K Sell
2,715
-186
-6% -$15.9K 0.1% 100
2023
Q4 		$256K Sell
2,901
-83
-3% -$6.58K 0.12% 85
2023
Q3 		$226K Sell
2,984
-2,383
-44% -$196K 0.12% 85
2023
Q2 		$448K Sell
5,367
-1,135
-17% -$93K 0.24% 61
2023
Q1 		$540K Sell
6,502
-468
-7% -$40.2K 0.32% 52
2022
Q4 		$575K Sell
6,970
-7,504
-52% -$622K 0.37% 47
2022
Q3 		$1.16M Buy
14,474
+1,432
+11% +$134K 0.81% 31
2022
Q2 		$1.19M Buy
13,042
+161
+1% +$16K 0.84% 28
2022
Q1 		$1.4M Sell
12,881
-972
-7% -$103K 0.99% 25
2021
Q4 		$1.61M Buy
+13,853
New +$1.51M 1.17% 19

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capasso Planning Partners's VNQ Position: Q4 2024 in Review

Capasso Planning Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 3,218 shares — an estimated $314K sold.

Capasso Planning Partners first reported a position in VNQ in Q4 2021 and held it in 12 quarters. The position peaked at $1.61M in Q4 2021. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Capasso Planning Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 3,218 Vanguard Real Estate ETF shares in Q4 2024, an estimated $314K.
  • Capasso Planning Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 12 quarters.
  • Capasso Planning Partners's Vanguard Real Estate ETF position peaked at $1.61M in Q4 2021.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.