First Business Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

First Business Financial Services’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
2023 Q2	–	Sell	-193,195	Closed	-$16M	–	179
2023 Q1	$16M	Sell	193,195 -1,711	-0.9%	-$147K	2.01%	10
2022 Q4	$16.1M	Sell	194,906 -41,659	-18%	-$3.45M	2.16%	10
2022 Q3	$19M	Buy	236,565 +3,358	+1%	+$314K	2.71%	9
2022 Q2	$21.2M	Buy	+233,207	New	+$23.2M	2.86%	9
2019 Q1	–	Sell	-4,920	Closed	-$367K	–	114
2018 Q4	$367K	Buy	+4,920	New	+$388K	0.06%	107

Other funds holding VNQ

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return