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EWG Elevate’s Vanguard Real Estate ETF VNQ Stock Holding History

EWG Elevate’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
-32,346
Closed -$2.86M – 137
2023
Q4 		$2.86M Buy
+32,346
New +$2.56M 1.19% 27
2023
Q1 		– Sell
-749
Closed -$61.8K – 763
2022
Q4 		$61.8K Buy
+749
New +$62.1K 0.03% 157
2021
Q4 		– Sell
-17,691
Closed -$1.8M – 105
2021
Q3 		$1.8M Buy
+17,691
New +$1.88M 0.74% 35

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

EWG Elevate's VNQ Position: Q1 2024 in Review

EWG Elevate sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 32,346 shares — an estimated $2.86M sold.

EWG Elevate first reported a position in VNQ in Q3 2021 and held it in 3 quarters. The position peaked at $2.86M in Q4 2023. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • EWG Elevate reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • EWG Elevate sold 32,346 Vanguard Real Estate ETF shares in Q1 2024, an estimated $2.86M.
  • EWG Elevate first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 3 quarters.
  • EWG Elevate's Vanguard Real Estate ETF position peaked at $2.86M in Q4 2023.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on EWG Elevate's 13F filing for Q1 2024, filed 10 Apr 2024.