Carlsbad Wealth Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Carlsbad Wealth Advisory Group’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 Q2	$334K	Buy	+3,995	New	+$327K	0.22%	35

Other funds holding VNQ

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carlsbad Wealth Advisory Group's VNQ Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2023: 3,995 shares worth $334K. The stake represents 0.22% of the portfolio and ranks #35 among its holdings.

1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Carlsbad Wealth Advisory Group held 3,995 shares of Vanguard Real Estate ETF worth $334K as of Q2 2023.
Vanguard Real Estate ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Real Estate ETF made up 0.22% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #35 holding.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.