De Burlo Group’s Vanguard Real Estate ETF VNQ Stock Holding History

De Burlo 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	-114	Closed	-$9.14K	–	178
2022 Q3	$9.14K	Buy	+114	New	+$10.7K	﹤0.01%	149
2022 Q2	–	Sell	-114	Closed	-$12.4K	–	193
2022 Q1	$12.4K	Buy	+114	New	+$12.1K	﹤0.01%	144

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

De Burlo Group's VNQ Position: Q4 2022 in Review

De Burlo Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 114 shares — an estimated $9.14K sold.

De Burlo Group first reported a position in VNQ in Q1 2022 and held it in 2 quarters. The position peaked at $12.4K in Q1 2022. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

De Burlo Group reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 114 Vanguard Real Estate ETF shares in Q4 2022, an estimated $9.14K.
De Burlo Group first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 2 quarters.
De Burlo Group's Vanguard Real Estate ETF position peaked at $12.4K in Q1 2022.
1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.