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

Executive 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
2022
Q3 		– Sell
-2,205
Closed -$200K – 189
2022
Q2 		$200K Buy
+2,205
New +$220K 0.03% 176
2019
Q3 		– Sell
-46,764
Closed -$4.09M – 772
2019
Q2 		$4.09M Sell
46,764
-1,827
-4% -$160K 0.58% 36
2019
Q1 		$4.22M Sell
48,591
-13,318
-22% -$1.1M 0.75% 23
2018
Q4 		$4.62M Buy
+61,909
New +$4.88M 0.81% 17

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Executive Wealth Management's VNQ Position: Q3 2022 in Review

Executive Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 2,205 shares — an estimated $200K sold.

Executive Wealth Management first reported a position in VNQ in Q4 2018 and held it in 4 quarters. The position peaked at $4.62M in Q4 2018. 1,504 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Executive Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Executive Wealth Management sold 2,205 Vanguard Real Estate ETF shares in Q3 2022, an estimated $200K.
  • Executive Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 4 quarters.
  • Executive Wealth Management's Vanguard Real Estate ETF position peaked at $4.62M in Q4 2018.
  • 1,504 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Executive Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.