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Conrad Siegel Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Conrad Siegel Investment Advisors’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
2022
Q3 		– Sell
-7,787
Closed -$710K – 28
2022
Q2 		$710K Hold
7,787
– – 0.77% 18
2022
Q1 		$844K Hold
7,787
– – 0.77% 16
2021
Q4 		$793K Buy
+7,787
New +$850K 0.69% 20

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Conrad Siegel Investment Advisors's VNQ Position: Q3 2022 in Review

Conrad Siegel Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 7,787 shares — an estimated $710K sold.

Conrad Siegel Investment Advisors first reported a position in VNQ in Q4 2021 and held it in 3 quarters. The position peaked at $844K in Q1 2022. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Conrad Siegel Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 7,787 Vanguard Real Estate ETF shares in Q3 2022, an estimated $710K.
  • Conrad Siegel Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 3 quarters.
  • Conrad Siegel Investment Advisors's Vanguard Real Estate ETF position peaked at $844K in Q1 2022.
  • 1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.