Coombe, Bender & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Coombe, Bender & Co’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	$2.7M	Sell	32,229 -69	-0.2%	-$5.7K	1.59%	21
2024 Q1	$2.79M	Buy	32,298 +125	+0.4%	+$10.7K	1.7%	21
2023 Q4	$2.84M	Buy	32,173 +2,241	+7%	+$178K	1.78%	19
2023 Q3	$2.26M	Buy	29,932 +665	+2%	+$54.8K	1.7%	20
2023 Q2	$2.45M	Buy	29,267 +514	+2%	+$42.1K	1.78%	19
2023 Q1	$2.39M	Buy	28,753 +1,072	+4%	+$92.1K	1.87%	18
2022 Q4	$2.28M	Sell	27,681 -413	-1%	-$34.2K	2.08%	17
2022 Q3	$2.25M	Buy	28,094 +506	+2%	+$47.3K	2%	15
2022 Q2	$2.51M	Buy	+27,588	New	+$2.75M	2.13%	13

Other funds holding VNQ

Creative Planning

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

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

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers

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

Northwestern Mutual Wealth Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Prudential Financial

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