FANJ
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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
2018
Q1 		– Sell
-3,500
Closed -$290K – 1600
2017
Q4 		$290K Buy
+3,500
New +$293K 0.05% 260

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Morgan Stanley
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Bank of America
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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.