DB Wealth Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History

DB Wealth Management Group’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 Q4	–	Sell	-131	Closed	-$11K	–	378
2022 Q3	$11K	Sell	131 -19	-13%	-$1.78K	0.01%	281
2022 Q2	$14K	Hold	150	–	–	0.01%	266
2022 Q1	$16K	Hold	150	–	–	0.01%	276
2021 Q4	$17K	Hold	150	–	–	0.01%	239
2021 Q3	$15K	Buy	150 +17	+13%	+$1.8K	0.01%	241
2021 Q2	$14K	Buy	133 +116	+682%	+$11.5K	0.01%	248
2021 Q1	$2K	Buy	+17	New	+$1.49K	﹤0.01%	348

Other funds holding VNQ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

DB Wealth Management Group's VNQ Position: Q4 2022 in Review

DB Wealth Management Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 131 shares — an estimated $11K sold.

DB Wealth Management Group first reported a position in VNQ in Q1 2021 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

DB Wealth Management Group reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
DB Wealth Management Group sold 131 Vanguard Real Estate ETF shares in Q4 2022, an estimated $11K.
DB Wealth Management Group first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 7 quarters.
DB Wealth Management Group's Vanguard Real Estate ETF position peaked at $17K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.