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

Cedar 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
-114
Closed -$11.1K – 254
2024
Q3 		$11.1K Buy
+114
New +$10.5K ﹤0.01% 212
2024
Q2 		– Sell
-638
Closed -$55.2K – 352
2024
Q1 		$55.2K Sell
638
-12
-2% -$1.02K 0.02% 163
2023
Q4 		$57.4K Sell
650
-69
-10% -$5.47K 0.02% 152
2023
Q3 		$54.4K Buy
719
+420
+140% +$34.6K 0.02% 151
2023
Q2 		$25K Sell
299
-169
-36% -$13.8K 0.01% 198
2023
Q1 		$38.9K Sell
468
-1
-0.2% -$86 0.02% 168
2022
Q4 		$38.7K Buy
469
+94
+25% +$7.79K 0.02% 159
2022
Q3 		$30K Buy
375
+66
+21% +$6.17K 0.01% 194
2022
Q2 		$28K Sell
309
-245
-44% -$24.4K 0.01% 203
2022
Q1 		$60K Sell
554
-613
-53% -$64.9K 0.02% 175
2021
Q4 		$135K Sell
1,167
-597
-34% -$65.2K 0.05% 139
2021
Q3 		$180K Sell
1,764
-25
-1% -$2.65K 0.08% 110
2021
Q2 		$182K Sell
1,789
-51
-3% -$5.06K 0.08% 110
2021
Q1 		$169K Hold
1,840
– – 0.08% 103
2020
Q4 		$156K Hold
1,840
– – 0.08% 98
2020
Q3 		$145K Sell
1,840
-241
-12% -$19.3K 0.09% 99
2020
Q2 		$163K Buy
2,081
+532
+34% +$40.3K 0.11% 89
2020
Q1 		$108K Buy
1,549
+1,435
+1,259% +$126K 0.07% 102
2019
Q4 		$11K Buy
114
+64
+128% +$5.93K 0.01% 143
2019
Q3 		$5K Sell
50
-2,201
-98% -$200K ﹤0.01% 146
2019
Q2 		$197K Buy
2,251
+50
+2% +$4.38K 0.13% 66
2019
Q1 		$191K Hold
2,201
– – 0.12% 57
2018
Q4 		$164K Hold
2,201
– – 0.12% 59
2018
Q3 		$178K Sell
2,201
-269
-11% -$22.2K 0.09% 63
2018
Q2 		$201K Buy
+2,470
New +$191K 0.11% 50

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Cedar Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 114 shares — an estimated $11.1K sold.

Cedar Wealth Management first reported a position in VNQ in Q2 2018 and held it in 25 quarters. The position peaked at $201K in Q2 2018. 1,737 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Cedar Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 114 Vanguard Real Estate ETF shares in Q4 2024, an estimated $11.1K.
  • Cedar Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 25 quarters.
  • Cedar Wealth Management's Vanguard Real Estate ETF position peaked at $201K in Q2 2018.
  • 1,737 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.