CFS Investment Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

CFS Investment Advisory Services’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 Q3	–	Sell	-5,362	Closed	-$448K	–	252
2023 Q2	$448K	Sell	5,362 -725	-12%	-$59.4K	0.06%	169
2023 Q1	$505K	Buy	+6,087	New	+$523K	0.09%	90
2022 Q4	–	Sell	-1,834,209	Closed	-$898K	–	263
2022 Q3	$898K	Buy	1,834,209 +1,810,799	+7,735%	+$169M	0.21%	63
2022 Q2	$2.13M	Sell	23,410 -2,465,506	-99%	-$246M	0.33%	63
2022 Q1	$260K	Buy	2,488,916 +2,466,192	+10,853%	+$261M	1.13%	21
2021 Q4	$2.41M	Sell	22,724 -299	-1%	-$32.7K	0.32%	61
2021 Q3	$2.34M	Buy	+23,023	New	+$2.44M	0.32%	68
2020 Q4	$1.86M	Buy	+21,926	New	+$1.82M	0.3%	88

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CFS Investment Advisory Services's VNQ Position: Q3 2023 in Review

CFS Investment Advisory Services sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 5,362 shares — an estimated $448K sold.

CFS Investment Advisory Services first reported a position in VNQ in Q4 2020 and held it in 8 quarters. The position peaked at $2.41M in Q4 2021. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

CFS Investment Advisory Services reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
CFS Investment Advisory Services sold 5,362 Vanguard Real Estate ETF shares in Q3 2023, an estimated $448K.
CFS Investment Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 8 quarters.
CFS Investment Advisory Services's Vanguard Real Estate ETF position peaked at $2.41M in Q4 2021.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on CFS Investment Advisory Services's 13F filing for Q3 2023, filed 14 Nov 2023.