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EnRich Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-133
Closed -$11.8K – 205
2024
Q4 		$11.8K Hold
133
– – ﹤0.01% 167
2024
Q3 		$13K Buy
+133
New +$12.2K ﹤0.01% 164

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EnRich Financial Partners's VNQ Position: Q1 2025 in Review

EnRich Financial Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 133 shares — an estimated $11.8K sold.

EnRich Financial Partners first reported a position in VNQ in Q3 2024 and held it in 2 quarters. The position peaked at $13K in Q3 2024. 1,719 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • EnRich Financial Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 133 Vanguard Real Estate ETF shares in Q1 2025, an estimated $11.8K.
  • EnRich Financial Partners first reported a position in Vanguard Real Estate ETF in Q3 2024 and held it in 2 quarters.
  • EnRich Financial Partners's Vanguard Real Estate ETF position peaked at $13K in Q3 2024.
  • 1,719 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.