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VNQ icon

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

First Personal 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
2024
Q3 		$2.55M Sell
26,162
-549
-2% -$50.5K 0.54% 53
2024
Q2 		$2.24M Sell
26,711
-298
-1% -$24.6K 0.51% 54
2024
Q1 		$2.34M Sell
27,009
-683
-2% -$58.4K 0.54% 53
2023
Q4 		$2.45M Sell
27,692
-395
-1% -$31.3K 0.6% 50
2023
Q3 		$2.13M Sell
28,087
-719
-2% -$59.3K 0.55% 51
2023
Q2 		$2.41M Sell
28,806
-878
-3% -$71.9K 0.6% 48
2023
Q1 		$2.46M Sell
29,684
-209
-0.7% -$18K 0.64% 46
2022
Q4 		$2.47M Sell
29,893
-3,918
-12% -$325K 0.67% 47
2022
Q3 		$2.71M Sell
33,811
-248
-0.7% -$23.2K 0.79% 47
2022
Q2 		$3.1M Sell
34,059
-299
-0.9% -$29.8K 0.87% 45
2022
Q1 		$3.72M Buy
34,358
+59
+0.2% +$6.24K 0.87% 47
2021
Q4 		$3.98M Sell
34,299
-410
-1% -$44.8K 0.89% 45
2021
Q3 		$3.53M Sell
34,709
-35
-0.1% -$3.71K 0.88% 46
2021
Q2 		$3.54M Buy
34,744
+844
+2% +$83.7K 0.9% 46
2021
Q1 		$3.11M Buy
33,900
+2,747
+9% +$241K 0.85% 47
2020
Q4 		$2.65M Sell
31,153
-612
-2% -$50.8K 0.75% 47
2020
Q3 		$2.51M Sell
31,765
-465
-1% -$37.3K 0.8% 47
2020
Q2 		$2.53M Sell
32,230
-242
-0.7% -$18.3K 0.86% 46
2020
Q1 		$2.27M Sell
32,472
-211
-0.6% -$18.5K 0.88% 43
2019
Q4 		$3.03M Sell
32,683
-3,282
-9% -$304K 0.98% 41
2019
Q3 		$3.35M Sell
35,965
-540
-1% -$49K 1.04% 40
2019
Q2 		$3.19M Sell
36,505
-717
-2% -$62.8K 0.91% 41
2019
Q1 		$3.23M Buy
37,222
+709
+2% +$58.6K 0.99% 39
2018
Q4 		$2.72M Sell
36,513
-723
-2% -$57K 0.94% 40
2018
Q3 		$3M Sell
37,236
-1,520
-4% -$125K 0.95% 41
2018
Q2 		$3.16M Sell
38,756
-1,747
-4% -$135K 1.06% 37
2018
Q1 		$3.06M Sell
40,503
-763
-2% -$58.4K 0.67% 51
2017
Q4 		$3.42M Buy
41,266
+1,400
+4% +$117K 0.67% 51
2017
Q3 		$3.31M Sell
39,866
-149
-0.4% -$12.4K 0.7% 49
2017
Q2 		$3.33M Sell
40,015
-162
-0.4% -$13.5K 0.73% 49
2017
Q1 		$3.32M Buy
40,177
+2,466
+7% +$205K 0.8% 43
2016
Q4 		$3.11M Buy
37,711
+304
+0.8% +$24.8K 0.82% 43
2016
Q3 		$3.25M Buy
37,407
+959
+3% +$85.5K 0.95% 41
2016
Q2 		$3.23M Sell
36,448
-239
-0.7% -$20.1K 1.1% 33
2016
Q1 		$3.07M Buy
36,687
+71
+0.2% +$5.53K 1.52% 22
2015
Q4 		$2.92M Buy
36,616
+668
+2% +$52.9K 1.64% 13
2015
Q3 		$2.72M Buy
35,948
+2,874
+9% +$221K 1.63% 14
2015
Q2 		$2.47M Buy
33,074
+3,379
+11% +$270K 1.48% 16
2015
Q1 		$2.5M Buy
29,695
+843
+3% +$71.6K 1.52% 13
2014
Q4 		$2.34M Buy
+28,852
New +$2.26M 1.37% 17

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

First Personal Financial Services's VNQ Position: Q3 2024 in Review

First Personal Financial Services reduced its Vanguard Real Estate ETF (VNQ) stake by 2.1% in Q3 2024, selling an estimated $50.5K and leaving 26,162 shares worth $2.55M. The position accounts for 0.54% of the portfolio, ranked #53.

First Personal Financial Services first reported a position in VNQ in Q4 2014 and has held it in 40 quarters since. The position peaked at $3.98M in Q4 2021. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • First Personal Financial Services held 26,162 shares of Vanguard Real Estate ETF worth $2.55M as of Q3 2024.
  • First Personal Financial Services sold 549 Vanguard Real Estate ETF shares in Q3 2024, an estimated $50.5K.
  • Vanguard Real Estate ETF made up 0.54% of First Personal Financial Services's portfolio in Q3 2024, its #53 holding.
  • First Personal Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Vanguard Real Estate ETF position peaked at $3.98M in Q4 2021.
  • 1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.