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VNQ icon

DAGCO Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

DAGCO Inc’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
Q4 		– Sell
-150
Closed -$14.6K – 208
2024
Q3 		$14.6K Hold
150
– – 0.01% 173
2024
Q2 		$12.6K Hold
150
– – 0.01% 178
2024
Q1 		$13K Sell
150
-1,979
-93% -$169K 0.01% 170
2023
Q4 		$188K Buy
+2,129
New +$169K 0.17% 62

Other funds holding VNQ

Creative Planning
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Morgan Stanley
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DAGCO Inc's VNQ Position: Q4 2024 in Review

DAGCO Inc sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 150 shares — an estimated $14.6K sold.

DAGCO Inc first reported a position in VNQ in Q4 2023 and held it in 4 quarters. The position peaked at $188K in Q4 2023. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • DAGCO Inc reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • DAGCO Inc sold 150 Vanguard Real Estate ETF shares in Q4 2024, an estimated $14.6K.
  • DAGCO Inc first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 4 quarters.
  • DAGCO Inc's Vanguard Real Estate ETF position peaked at $188K in Q4 2023.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on DAGCO Inc's 13F filing for Q4 2024, filed 13 Feb 2025.