ERWM
VNQ icon

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

Elk River 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
Q2 		– Sell
-6,778
Closed -$586K – 99
2024
Q1 		$586K Sell
6,778
-2,502
-27% -$214K 0.12% 63
2023
Q4 		$820K Sell
9,280
-1,731
-16% -$137K 0.16% 59
2023
Q3 		$841K Sell
11,011
-211
-2% -$17.4K 0.19% 55
2023
Q2 		$948K Sell
11,222
-683
-6% -$56K 0.2% 52
2023
Q1 		$989K Sell
11,905
-112
-0.9% -$9.62K 0.22% 52
2022
Q4 		$991K Sell
12,017
-375
-3% -$31.1K 0.24% 58
2022
Q3 		$993K Buy
12,392
+1,296
+12% +$121K 0.26% 56
2022
Q2 		$1.01M Buy
11,096
+70
+0.6% +$6.98K 0.26% 58
2022
Q1 		$1.2M Buy
11,026
+858
+8% +$90.8K 0.26% 58
2021
Q4 		$1.18M Buy
10,168
+359
+4% +$39.2K 0.27% 55
2021
Q3 		$998K Buy
9,809
+85
+0.9% +$9.02K 0.25% 59
2021
Q2 		$990K Sell
9,724
-48
-0.5% -$4.76K 0.26% 63
2021
Q1 		$898K Buy
9,772
+752
+8% +$66.1K 0.26% 61
2020
Q4 		$766K Buy
+9,020
New +$748K 0.25% 67

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Elk River Wealth Management's VNQ Position: Q2 2024 in Review

Elk River Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 6,778 shares — an estimated $586K sold.

Elk River Wealth Management first reported a position in VNQ in Q4 2020 and held it in 14 quarters. The position peaked at $1.2M in Q1 2022. 1,584 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Elk River Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Elk River Wealth Management sold 6,778 Vanguard Real Estate ETF shares in Q2 2024, an estimated $586K.
  • Elk River Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 14 quarters.
  • Elk River Wealth Management's Vanguard Real Estate ETF position peaked at $1.2M in Q1 2022.
  • 1,584 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Elk River Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.