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

Castle 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
2022
Q4 		– Sell
-924
Closed -$74K – 619
2022
Q3 		$74K Hold
924
– – 0.04% 178
2022
Q2 		$84K Buy
+924
New +$92.1K 0.05% 167

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Castle Wealth Management's VNQ Position: Q4 2022 in Review

Castle Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 924 shares — an estimated $74K sold.

Castle Wealth Management first reported a position in VNQ in Q2 2022 and held it in 2 quarters. The position peaked at $84K in Q2 2022. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Castle Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 924 Vanguard Real Estate ETF shares in Q4 2022, an estimated $74K.
  • Castle Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Vanguard Real Estate ETF position peaked at $84K in Q2 2022.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.