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CarsonAllaria Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

CarsonAllaria Wealth Management’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
-117
Closed -$11.4K – 395
2024
Q3 		$11.4K Buy
+117
New +$10.8K 0.01% 251
2023
Q4 		– Sell
-478
Closed -$36.2K – 384
2023
Q3 		$36.2K Buy
+478
New +$39.4K 0.03% 126

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

CarsonAllaria Wealth Management's VNQ Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 117 shares — an estimated $11.4K sold.

CarsonAllaria Wealth Management first reported a position in VNQ in Q3 2023 and held it in 2 quarters. The position peaked at $36.2K in Q3 2023. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 117 Vanguard Real Estate ETF shares in Q4 2024, an estimated $11.4K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Vanguard Real Estate ETF position peaked at $36.2K in Q3 2023.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.