Channel Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Channel Wealth’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 Q2	–	Sell	-3,692	Closed	-$319K	–	183
2024 Q1	$319K	Buy	3,692 +666	+22%	+$56.9K	0.13%	121
2023 Q4	$267K	Buy	+3,026	New	+$240K	0.13%	134
2023 Q2	–	Sell	-2,984	Closed	-$248K	–	211
2023 Q1	$248K	Buy	+2,984	New	+$256K	0.16%	154

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Channel Wealth's VNQ Position: Q2 2024 in Review

Channel Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 3,692 shares — an estimated $319K sold.

Channel Wealth first reported a position in VNQ in Q1 2023 and held it in 3 quarters. The position peaked at $319K in Q1 2024. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Channel Wealth reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Channel Wealth sold 3,692 Vanguard Real Estate ETF shares in Q2 2024, an estimated $319K.
Channel Wealth first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 3 quarters.
Channel Wealth's Vanguard Real Estate ETF position peaked at $319K in Q1 2024.
1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Channel Wealth's 13F filing for Q2 2024, filed 5 Aug 2024.