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Fernwood Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Fernwood Investment 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
Q4 		– Sell
-2,058
Closed -$200K – 196
2024
Q3 		$200K Buy
+2,058
New +$189K 0.07% 184
2024
Q2 		– Sell
-2,058
Closed -$178K – 670
2024
Q1 		$178K Sell
2,058
-820
-28% -$70.1K 0.05% 208
2023
Q4 		$246K Sell
2,878
-685
-19% -$54.3K 0.08% 171
2023
Q3 		$263K Buy
3,563
+339
+11% +$28K 0.09% 157
2023
Q2 		$262K Buy
3,224
+115
+4% +$9.42K 0.09% 155
2023
Q1 		$258K Buy
3,109
+1
+0% +$86 0.1% 153
2022
Q4 		$256K Buy
3,108
+2
+0.1% +$166 0.11% 153
2022
Q3 		$249K Buy
3,106
+1
+0% +$94 0.11% 153
2022
Q2 		$283K Sell
3,105
-224
-7% -$22.3K 0.12% 145
2022
Q1 		$361K Sell
3,329
-1,612
-33% -$171K 0.13% 148
2021
Q4 		$573K Sell
4,941
-3,766
-43% -$411K 0.19% 125
2021
Q3 		$886K Buy
8,707
+2,986
+52% +$317K 0.3% 94
2021
Q2 		$582K Buy
5,721
+234
+4% +$23.2K 0.19% 122
2021
Q1 		$504K Sell
5,487
-1,534
-22% -$135K 0.19% 125
2020
Q4 		$596K Buy
7,021
+913
+15% +$75.7K 0.23% 110
2020
Q3 		$482K Buy
6,108
+1,591
+35% +$128K 0.23% 107
2020
Q2 		$355K Sell
4,517
-2,858
-39% -$217K 0.18% 118
2020
Q1 		$515K Buy
7,375
+601
+9% +$52.8K 0.33% 91
2019
Q4 		$629K Buy
6,774
+24
+0.4% +$2.22K 0.3% 88
2019
Q3 		$629K Buy
6,750
+278
+4% +$25.2K 0.31% 86
2019
Q2 		$566K Buy
6,472
+710
+12% +$62.2K 0.31% 82
2019
Q1 		$501K Hold
5,762
– – 0.27% 86
2018
Q4 		$430K Buy
5,762
+1,576
+38% +$124K 0.28% 83
2018
Q3 		$338K Buy
+4,186
New +$345K 0.18% 118
2018
Q1 		– Sell
-2,691
Closed -$223K – 152
2017
Q4 		$223K Sell
2,691
-909
-25% -$76.2K 0.12% 136
2017
Q3 		$299K Buy
+3,600
New +$301K 0.19% 110

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fernwood Investment Management's VNQ Position: Q4 2024 in Review

Fernwood Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,058 shares — an estimated $200K sold.

Fernwood Investment Management first reported a position in VNQ in Q3 2017 and held it in 26 quarters. The position peaked at $886K in Q3 2021. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Fernwood Investment Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,058 Vanguard Real Estate ETF shares in Q4 2024, an estimated $200K.
  • Fernwood Investment Management first reported a position in Vanguard Real Estate ETF in Q3 2017 and held it in 26 quarters.
  • Fernwood Investment Management's Vanguard Real Estate ETF position peaked at $886K in Q3 2021.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.