EA
VNQ icon

Eudaimonia Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Eudaimonia Advisors’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
Q1 		– Sell
-5,199
Closed -$459K – 166
2023
Q4 		$459K Buy
5,199
+32
+0.6% +$2.54K 0.3% 96
2023
Q3 		$391K Buy
5,167
+184
+4% +$15.2K 0.27% 101
2023
Q2 		$416K Buy
4,983
+368
+8% +$30.1K 0.28% 97
2023
Q1 		$383K Buy
+4,615
New +$397K 0.26% 103
2022
Q2 		– Sell
-4,896
Closed -$531K – 176
2022
Q1 		$531K Sell
4,896
-571
-10% -$60.4K 0.31% 90
2021
Q4 		$634K Buy
+5,467
New +$597K 0.37% 76

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Eudaimonia Advisors's VNQ Position: Q1 2024 in Review

Eudaimonia Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 5,199 shares — an estimated $459K sold.

Eudaimonia Advisors first reported a position in VNQ in Q4 2021 and held it in 6 quarters. The position peaked at $634K in Q4 2021. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Eudaimonia Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Eudaimonia Advisors sold 5,199 Vanguard Real Estate ETF shares in Q1 2024, an estimated $459K.
  • Eudaimonia Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 6 quarters.
  • Eudaimonia Advisors's Vanguard Real Estate ETF position peaked at $634K in Q4 2021.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.