EWM
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Elevatus Welath Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Elevatus Welath 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
Q2 		– Sell
-6,333
Closed -$548K – 122
2024
Q1 		$548K Hold
6,333
– – 0.22% 52
2023
Q4 		$560K Buy
+6,333
New +$502K 0.25% 48

Other funds holding VNQ

Creative Planning
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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

Elevatus Welath Management's VNQ Position: Q2 2024 in Review

Elevatus Welath Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 6,333 shares — an estimated $548K sold.

Elevatus Welath Management first reported a position in VNQ in Q4 2023 and held it in 2 quarters. The position peaked at $560K in Q4 2023. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Elevatus Welath Management reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 6,333 Vanguard Real Estate ETF shares in Q2 2024, an estimated $548K.
  • Elevatus Welath Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Elevatus Welath Management's Vanguard Real Estate ETF position peaked at $560K in Q4 2023.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Elevatus Welath Management's 13F filing for Q2 2024, filed 14 Aug 2024.