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

Doyle 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
2022
Q3 		$2.1M Sell
26,134
-21
-0.1% -$1.96K 0.18% 81
2022
Q2 		$2.38M Buy
26,155
+537
+2% +$53.5K 0.19% 81
2022
Q1 		$2.78M Buy
25,618
+327
+1% +$34.6K 0.2% 79
2021
Q4 		$2.93M Buy
25,291
+95
+0.4% +$10.4K 0.21% 78
2021
Q3 		$2.56M Sell
25,196
-309
-1% -$32.8K 0.2% 78
2021
Q2 		$2.6M Buy
25,505
+612
+2% +$60.7K 0.22% 77
2021
Q1 		$2.29M Sell
24,893
-5,235
-17% -$460K 0.22% 79
2020
Q4 		$2.56M Sell
30,128
-843
-3% -$69.9K 0.26% 70
2020
Q3 		$2.44M Sell
30,971
-478
-2% -$38.4K 0.28% 66
2020
Q2 		$2.47M Sell
31,449
-2,621
-8% -$199K 0.33% 58
2020
Q1 		$2.38M Buy
34,070
+245
+0.7% +$21.5K 0.38% 49
2019
Q4 		$3.14M Sell
33,825
-931
-3% -$86.2K 0.39% 51
2019
Q3 		$3.24M Buy
34,756
+1,216
+4% +$110K 0.45% 48
2019
Q2 		$2.93M Buy
33,540
+1,436
+4% +$126K 0.41% 49
2019
Q1 		$2.79M Buy
32,104
+1,327
+4% +$110K 0.41% 50
2018
Q4 		$2.29M Sell
30,777
-1,046
-3% -$82.4K 0.39% 48
2018
Q3 		$2.57M Buy
31,823
+327
+1% +$26.9K 0.4% 49
2018
Q2 		$2.56M Sell
31,496
-136
-0.4% -$10.5K 0.42% 50
2018
Q1 		$2.39M Sell
31,632
-1,240
-4% -$94.9K 0.4% 52
2017
Q4 		$2.73M Sell
32,872
-2,152
-6% -$180K 0.46% 48
2017
Q3 		$2.91M Buy
35,024
+474
+1% +$39.6K 0.51% 47
2017
Q2 		$2.88M Buy
34,550
+105
+0.3% +$8.76K 0.53% 47
2017
Q1 		$2.85M Buy
+34,445
New +$2.86M 0.58% 47

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Doyle Wealth Management's VNQ Position: Q3 2022 in Review

Doyle Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.08% in Q3 2022, selling an estimated $1.96K and leaving 26,134 shares worth $2.1M. The position accounts for 0.18% of the portfolio, ranked #81.

Doyle Wealth Management first reported a position in VNQ in Q1 2017 and has held it in 23 quarters since. The position peaked at $3.24M in Q3 2019. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Doyle Wealth Management held 26,134 shares of Vanguard Real Estate ETF worth $2.1M as of Q3 2022.
  • Doyle Wealth Management sold 21 Vanguard Real Estate ETF shares in Q3 2022, an estimated $1.96K.
  • Vanguard Real Estate ETF made up 0.18% of Doyle Wealth Management's portfolio in Q3 2022, its #81 holding.
  • Doyle Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Vanguard Real Estate ETF position peaked at $3.24M in Q3 2019.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.