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

Dorchester Wealth Management’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 		$223K Hold
2,500
– – 0.04% 135
2024
Q3 		$244K Hold
2,500
– – 0.04% 136
2024
Q2 		$209K Hold
2,500
– – 0.04% 146
2024
Q1 		$216K Hold
2,500
– – 0.04% 150
2023
Q4 		$221K Buy
+2,500
New +$198K 0.04% 141
2022
Q2 		– Sell
-1,700
Closed -$230K – 171
2022
Q1 		$230K Buy
+1,700
New +$180K 0.04% 148

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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 $1.88B AUM 29.07% 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

Dorchester Wealth Management's VNQ Position: Q4 2024 in Review

Dorchester Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2024 at 2,500 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #135.

Dorchester Wealth Management first reported a position in VNQ in Q1 2022 and has held it in 6 quarters since. The position peaked at $244K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Dorchester Wealth Management held 2,500 shares of Vanguard Real Estate ETF worth $223K as of Q4 2024.
  • Dorchester Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q4 2024.
  • Vanguard Real Estate ETF made up 0.04% of Dorchester Wealth Management's portfolio in Q4 2024, its #135 holding.
  • Dorchester Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 6 quarters since.
  • Dorchester Wealth Management's Vanguard Real Estate ETF position peaked at $244K in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.