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Financial Synergies Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Synergies Wealth Advisors’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
Q3 		– Sell
-2,516
Closed -$211K – 79
2024
Q2 		$211K Sell
2,516
-122
-5% -$10.1K 0.03% 67
2024
Q1 		$228K Sell
2,638
-2,958
-53% -$253K 0.03% 66
2023
Q4 		$462K Buy
5,596
+2,311
+70% +$183K 0.07% 54
2023
Q3 		$249K Sell
3,285
-567
-15% -$46.8K 0.04% 63
2023
Q2 		$322K Sell
3,852
-1,676
-30% -$137K 0.05% 62
2023
Q1 		$459K Sell
5,528
-68
-1% -$5.84K 0.07% 54
2022
Q4 		$462K Sell
5,596
-568
-9% -$47.1K 0.07% 54
2022
Q3 		$494K Sell
6,164
-3,160
-34% -$295K 0.09% 50
2022
Q2 		$850K Sell
9,324
-6,410
-41% -$639K 0.14% 42
2022
Q1 		$1.71M Sell
15,734
-150
-0.9% -$15.9K 0.27% 30
2021
Q4 		$1.84M Buy
15,884
+77
+0.5% +$8.41K 0.25% 31
2021
Q3 		$1.61M Sell
15,807
-4,116
-21% -$437K 0.22% 31
2021
Q2 		$2.03M Sell
19,923
-1,272
-6% -$126K 0.28% 28
2021
Q1 		$1.95M Sell
21,195
-5,644
-21% -$496K 0.28% 27
2020
Q4 		$2.28M Sell
26,839
-243,888
-90% -$20.2M 0.35% 25
2020
Q3 		$21.4M Sell
270,727
-184,372
-41% -$14.8M 5.47% 5
2020
Q2 		$35.7M Sell
455,099
-12,887
-3% -$977K 12.1% 3
2020
Q1 		$32.7M Buy
467,986
+27,886
+6% +$2.45M 18.6% 3
2019
Q4 		$40.8M Sell
440,100
-2,696
-0.6% -$250K 18.36% 3
2019
Q3 		$41.3M Buy
442,796
+8,300
+2% +$753K 20.14% 3
2019
Q2 		$38M Buy
434,496
+1,366
+0.3% +$120K 19.06% 3
2019
Q1 		$37.6M Buy
+433,130
New +$35.8M 20.01% 3

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Financial Synergies Wealth Advisors's VNQ Position: Q3 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 2,516 shares — an estimated $211K sold.

Financial Synergies Wealth Advisors first reported a position in VNQ in Q1 2019 and held it in 22 quarters. The position peaked at $41.3M in Q3 2019. 1,659 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Financial Synergies Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2,516 Vanguard Real Estate ETF shares in Q3 2024, an estimated $211K.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2019 and held it in 22 quarters.
  • Financial Synergies Wealth Advisors's Vanguard Real Estate ETF position peaked at $41.3M in Q3 2019.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.