Cavalier Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

Cavalier Investments’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 Q1	–	Sell	-16,957	Closed	-$1.4M	–	103
2022 Q4	$1.4M	Sell	16,957 -2,043	-11%	-$169K	0.5%	43
2022 Q3	$1.52M	Buy	+19,000	New	+$1.78M	0.55%	44
2022 Q1	–	Sell	-3,342	Closed	-$388K	–	104
2021 Q4	$388K	Buy	3,342 +1,032	+45%	+$113K	0.1%	97
2021 Q3	$235K	Hold	2,310	–	–	0.07%	96
2021 Q2	$235K	Buy	+2,310	New	+$229K	0.08%	93
2016 Q3	–	Sell	-11,272	Closed	-$999K	–	169
2016 Q2	$999K	Hold	11,272	–	–	0.58%	35
2016 Q1	$945K	Sell	11,272 -1,533	-12%	-$119K	0.54%	36
2015 Q4	$1.02M	Buy	+12,805	New	+$1.01M	0.61%	29

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

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

Cavalier Investments's VNQ Position: Q1 2023 in Review

Cavalier Investments sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 16,957 shares — an estimated $1.4M sold.

Cavalier Investments first reported a position in VNQ in Q4 2015 and held it in 8 quarters. The position peaked at $1.52M in Q3 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Cavalier Investments reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Cavalier Investments sold 16,957 Vanguard Real Estate ETF shares in Q1 2023, an estimated $1.4M.
Cavalier Investments first reported a position in Vanguard Real Estate ETF in Q4 2015 and held it in 8 quarters.
Cavalier Investments's Vanguard Real Estate ETF position peaked at $1.52M in Q3 2022.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.