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Financial Architects (New Jersey)’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-2,744
Closed -$220K – 328
2022
Q3 		$220K Buy
+2,744
New +$257K 0.04% 289
2022
Q2 		– Sell
-2,949
Closed -$320K – 289
2022
Q1 		$320K Sell
2,949
-2,225
-43% -$235K 0.05% 256
2021
Q4 		$600K Buy
5,174
+1,793
+53% +$196K 0.08% 189
2021
Q3 		$344K Buy
3,381
+54
+2% +$5.73K 0.05% 243
2021
Q2 		$339K Buy
+3,327
New +$330K 0.05% 251
2020
Q4 		– Sell
-2,756
Closed -$218K – 319
2020
Q3 		$218K Sell
2,756
-415
-13% -$33.3K 0.05% 251
2020
Q2 		$249K Sell
3,171
-15,310
-83% -$1.16M 0.06% 208
2020
Q1 		$1.29M Sell
18,481
-16,720
-47% -$1.47M 0.35% 62
2019
Q4 		$3.27M Sell
35,201
-438
-1% -$40.6K 0.71% 34
2019
Q3 		$3.32M Buy
35,639
+3,114
+10% +$283K 0.78% 29
2019
Q2 		$2.84M Buy
32,525
+11,157
+52% +$977K 0.53% 39
2019
Q1 		$1.86M Buy
21,368
+3,185
+18% +$263K 0.32% 63
2018
Q4 		$1.36M Buy
18,183
+15,817
+669% +$1.25M 0.26% 75
2018
Q3 		$191K Buy
2,366
+289
+14% +$23.8K 0.03% 320
2018
Q2 		$169K Sell
2,077
-1,645
-44% -$127K 0.03% 301
2018
Q1 		$281K Sell
3,722
-1,735
-32% -$133K 0.05% 239
2017
Q4 		$453K Sell
5,457
-239
-4% -$20K 0.08% 180
2017
Q3 		$473K Sell
5,696
-463
-8% -$38.7K 0.08% 173
2017
Q2 		$513K Sell
6,159
-625
-9% -$52.1K 0.09% 149
2017
Q1 		$560K Sell
6,784
-12
-0.2% -$995 0.1% 143
2016
Q4 		$560K Sell
6,796
-934
-12% -$76.1K 0.13% 129
2016
Q3 		$671K Buy
7,730
+1,324
+21% +$118K 0.18% 109
2016
Q2 		$568K Buy
6,406
+879
+16% +$73.9K 0.16% 121
2016
Q1 		$463K Sell
5,527
-151
-3% -$11.8K 0.17% 113
2015
Q4 		$453K Sell
5,678
-453
-7% -$35.9K 0.18% 118
2015
Q3 		$463K Sell
6,131
-402
-6% -$30.9K 0.2% 118
2015
Q2 		$488K Sell
6,533
-2,274
-26% -$182K 0.18% 108
2015
Q1 		$743K Buy
8,807
+2,163
+33% +$184K 0.29% 72
2014
Q4 		$538K Sell
6,644
-237
-3% -$18.6K 0.24% 89
2014
Q3 		$494K Buy
6,881
+215
+3% +$16.2K 0.24% 94
2014
Q2 		$499K Buy
6,666
+112
+2% +$8.24K 0.24% 90
2014
Q1 		$463K Buy
6,554
+200
+3% +$13.7K 0.28% 90
2013
Q4 		$410K Sell
6,354
-746
-11% -$49.9K 0.24% 93
2013
Q3 		$468K Buy
7,100
+113
+2% +$7.68K 0.3% 71
2013
Q2 		$480K Buy
+6,987
New +$508K 0.35% 65

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Financial Architects (New Jersey)'s VNQ Position: Q4 2022 in Review

Financial Architects (New Jersey) sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 2,744 shares — an estimated $220K sold.

Financial Architects (New Jersey) first reported a position in VNQ in Q2 2013 and held it in 35 quarters. The position peaked at $3.32M in Q3 2019. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Financial Architects (New Jersey) reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,744 Vanguard Real Estate ETF shares in Q4 2022, an estimated $220K.
  • Financial Architects (New Jersey) first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 35 quarters.
  • Financial Architects (New Jersey)'s Vanguard Real Estate ETF position peaked at $3.32M in Q3 2019.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2022, filed 7 Feb 2023.