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DHK Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

DHK Financial Advisors’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 		– Sell
-11,960
Closed -$1.03M – 100
2024
Q1 		$1.03M Buy
11,960
+2
+0% +$171 0.73% 39
2023
Q4 		$1.06M Buy
11,958
+5
+0% +$396 0.79% 35
2023
Q3 		$913K Buy
11,953
+3
+0% +$247 0.81% 32
2023
Q2 		$1.01M Sell
11,950
-680
-5% -$55.7K 0.86% 32
2023
Q1 		$1.05M Hold
12,630
– – 1.3% 22
2022
Q4 		$1.04M Hold
12,630
– – 1.45% 20
2022
Q3 		$1.01M Buy
+12,630
New +$1.18M 1.66% 18

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

DHK Financial Advisors's VNQ Position: Q2 2024 in Review

DHK Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 11,960 shares — an estimated $1.03M sold.

DHK Financial Advisors first reported a position in VNQ in Q3 2022 and held it in 7 quarters. The position peaked at $1.06M in Q4 2023. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • DHK Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 11,960 Vanguard Real Estate ETF shares in Q2 2024, an estimated $1.03M.
  • DHK Financial Advisors first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 7 quarters.
  • DHK Financial Advisors's Vanguard Real Estate ETF position peaked at $1.06M in Q4 2023.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.