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Chelsea Counsel Company’s Vanguard Real Estate ETF VNQ Stock Holding History

Chelsea Counsel Company’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
Q4 		– Sell
-9,270
Closed -$708K – 171
2023
Q3 		$708K Hold
9,270
– – 0.36% 57
2023
Q2 		$783K Hold
9,270
– – 0.39% 51
2023
Q1 		$770K Hold
9,270
– – 0.37% 58
2022
Q4 		$765K Buy
+9,270
New +$769K 0.38% 63

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Wealthfront Advisers
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Northwestern Mutual Wealth Management
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US Bancorp
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Chelsea Counsel Company's VNQ Position: Q4 2023 in Review

Chelsea Counsel Company sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 9,270 shares — an estimated $708K sold.

Chelsea Counsel Company first reported a position in VNQ in Q4 2022 and held it in 4 quarters. The position peaked at $783K in Q2 2023. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Chelsea Counsel Company reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Chelsea Counsel Company sold 9,270 Vanguard Real Estate ETF shares in Q4 2023, an estimated $708K.
  • Chelsea Counsel Company first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Chelsea Counsel Company's Vanguard Real Estate ETF position peaked at $783K in Q2 2023.
  • 1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Chelsea Counsel Company's 13F filing for Q4 2023, filed 21 Feb 2024.