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VNQ icon

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

Drive 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 		– Sell
-2,647
Closed -$260K – 382
2024
Q3 		$260K Sell
2,647
-26
-1% -$2.39K 0.07% 243
2024
Q2 		$227K Sell
2,673
-30
-1% -$2.48K 0.06% 258
2024
Q1 		$234K Sell
2,703
-55
-2% -$4.7K 0.07% 261
2023
Q4 		$244K Sell
2,758
-95
-3% -$7.53K 0.08% 238
2023
Q3 		$218K Sell
2,853
-1,454
-34% -$120K 0.08% 229
2023
Q2 		$364K Buy
4,307
+216
+5% +$17.7K 0.13% 148
2023
Q1 		$339K Buy
4,091
+31
+0.8% +$2.66K 0.14% 156
2022
Q4 		$335K Buy
4,060
+595
+17% +$49.3K 0.17% 146
2022
Q3 		$278K Sell
3,465
-55
-2% -$5.14K 0.26% 114
2022
Q2 		$321K Sell
3,520
-492
-12% -$49K 0.29% 103
2022
Q1 		$435K Buy
4,012
+1,784
+80% +$189K 0.37% 77
2021
Q4 		$259K Buy
+2,228
New +$243K 0.23% 116

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 $1.6B AUM 20.7% 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

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

Drive Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,647 shares — an estimated $260K sold.

Drive Wealth Management first reported a position in VNQ in Q4 2021 and held it in 12 quarters. The position peaked at $435K in Q1 2022. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Drive Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Drive Wealth Management sold 2,647 Vanguard Real Estate ETF shares in Q4 2024, an estimated $260K.
  • Drive Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 12 quarters.
  • Drive Wealth Management's Vanguard Real Estate ETF position peaked at $435K in Q1 2022.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.