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Cornerstone Advisors Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Cornerstone Advisors Asset Management’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
Q3 		– Sell
-2,589
Closed -$217K – 107
2024
Q2 		$217K Hold
2,589
– – 0.06% 101
2024
Q1 		$224K Buy
2,589
+21
+0.8% +$1.79K 0.08% 100
2023
Q4 		$227K Buy
+2,568
New +$204K 0.09% 96

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Northwestern Mutual Wealth Management
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Wealthfront Advisers
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
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State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Cornerstone Advisors Asset Management's VNQ Position: Q3 2024 in Review

Cornerstone Advisors Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 2,589 shares — an estimated $217K sold.

Cornerstone Advisors Asset Management first reported a position in VNQ in Q4 2023 and held it in 3 quarters. The position peaked at $227K in Q4 2023. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Cornerstone Advisors Asset Management reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Advisors Asset Management sold 2,589 Vanguard Real Estate ETF shares in Q3 2024, an estimated $217K.
  • Cornerstone Advisors Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 3 quarters.
  • Cornerstone Advisors Asset Management's Vanguard Real Estate ETF position peaked at $227K in Q4 2023.
  • 1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Cornerstone Advisors Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.