Domani Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Domani Wealth’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
2023 Q1	$203K	Buy	+2,446	New	+$210K	0.05%	116
2018 Q4	–	Sell	-3,727	Closed	-$301K	–	113
2018 Q3	$301K	Buy	+3,727	New	+$307K	0.13%	80
2017 Q1	–	Sell	-3,100	Closed	-$256K	–	106
2016 Q4	$256K	Sell	3,100 -2,624	-46%	-$214K	0.1%	86
2016 Q3	$496K	Sell	5,724 -3,040	-35%	-$271K	0.19%	68
2016 Q2	$777K	Sell	8,764 -6,463	-42%	-$543K	0.3%	53
2016 Q1	$1.27M	Buy	15,227 +3,957	+35%	+$308K	0.48%	41
2015 Q4	$899K	Buy	11,270 +5,574	+98%	+$441K	0.35%	50
2015 Q3	$430K	Sell	5,696 -288	-5%	-$22.1K	0.23%	60
2015 Q2	$447K	Buy	5,984 +5,598	+1,450%	+$447K	0.24%	57
2015 Q1	$4.58K	Buy	+386	New	+$32.8K	0.07%	71

Other funds holding VNQ

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Domani Wealth's VNQ Position: Q1 2023 in Review

Domani Wealth opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2023: 2,446 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #116 among its holdings. This is a return to the name: Domani Wealth previously reported a position in VNQ as recently as Q3 2018.

Domani Wealth first reported a position in VNQ in Q1 2015 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2016. 1,588 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Domani Wealth held 2,446 shares of Vanguard Real Estate ETF worth $203K as of Q1 2023.
Vanguard Real Estate ETF was a new Domani Wealth position in Q1 2023.
Vanguard Real Estate ETF made up 0.05% of Domani Wealth's portfolio in Q1 2023, its #116 holding.
Domani Wealth first reported a position in Vanguard Real Estate ETF in Q1 2015 and has held it in 10 quarters since.
Domani Wealth's Vanguard Real Estate ETF position peaked at $1.27M in Q1 2016.
1,588 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.