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Focused Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-589
Closed -$52.1K – 952
2023
Q4 		$52.1K Buy
589
+6
+1% +$476 0.01% 300
2023
Q3 		$44.1K Sell
583
-63
-10% -$5.2K 0.01% 305
2023
Q2 		$54K Hold
646
– – 0.01% 293
2023
Q1 		$53.7K Buy
646
+2
+0.3% +$172 0.01% 297
2022
Q4 		$53.1K Buy
644
+4
+0.6% +$332 0.01% 301
2022
Q3 		$51K Buy
640
+3
+0.5% +$281 0.01% 277
2022
Q2 		$58K Buy
637
+2
+0.3% +$199 0.01% 275
2022
Q1 		$69K Buy
635
+1
+0.2% +$106 0.01% 272
2021
Q4 		$74K Buy
634
+2
+0.3% +$218 0.01% 325
2021
Q3 		$64K Buy
632
+2
+0.3% +$212 0.01% 354
2021
Q2 		$64K Sell
630
-15
-2% -$1.49K 0.01% 349
2021
Q1 		$59K Buy
645
+1
+0.2% +$88 0.01% 348
2020
Q4 		$55K Buy
644
+4
+0.6% +$332 0.01% 350
2020
Q3 		$51K Sell
640
-71
-10% -$5.7K 0.01% 316
2020
Q2 		$56K Sell
711
-94
-12% -$7.13K 0.01% 296
2020
Q1 		$56K Sell
805
-527
-40% -$46.3K 0.02% 273
2019
Q4 		$124K Buy
1,332
+2
+0.2% +$185 0.03% 229
2019
Q3 		$124K Sell
1,330
-95
-7% -$8.62K 0.03% 206
2019
Q2 		$125K Buy
1,425
+851
+148% +$74.5K 0.03% 213
2019
Q1 		$50K Hold
574
– – 0.02% 291
2018
Q4 		$43K Sell
574
-471
-45% -$37.1K 0.01% 311
2018
Q3 		$84K Buy
1,045
+378
+57% +$31.1K 0.03% 245
2018
Q2 		$54K Sell
667
-138
-17% -$10.7K 0.02% 273
2018
Q1 		$61K Buy
805
+1
+0.1% +$77 0.02% 281
2017
Q4 		$67K Sell
804
-6
-0.7% -$503 0.02% 269
2017
Q3 		$67K Sell
810
-150
-16% -$12.5K 0.02% 201
2017
Q2 		$80K Buy
960
+1
+0.1% +$83 0.03% 241
2017
Q1 		$79K Buy
959
+9
+0.9% +$747 0.03% 237
2016
Q4 		$78K Sell
950
-14
-1% -$1.14K 0.03% 232
2016
Q3 		$84K Sell
964
-52
-5% -$4.64K 0.04% 217
2016
Q2 		$90K Sell
1,016
-385
-27% -$32.4K 0.04% 209
2016
Q1 		$117K Sell
1,401
-176
-11% -$13.7K 0.06% 131
2015
Q4 		$126K Buy
1,577
+192
+14% +$15.2K 0.07% 134
2015
Q3 		$105K Buy
1,385
+6
+0.4% +$461 0.07% 137
2015
Q2 		$103K Buy
1,379
+150
+12% +$12K 0.06% 135
2015
Q1 		$104K Sell
1,229
-27
-2% -$2.29K 0.06% 136
2014
Q4 		$102K Buy
1,256
+1
+0.1% +$78 0.07% 130
2014
Q3 		$90K Buy
1,255
+930
+286% +$70.2K 0.07% 143
2014
Q2 		$24K Buy
325
+38
+13% +$2.79K 0.02% 283
2014
Q1 		$20K Sell
287
-90
-24% -$6.16K 0.02% 288
2013
Q4 		$24K Hold
377
– – 0.02% 268
2013
Q3 		$25K Buy
+377
New +$25.6K 0.02% 243

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Focused Wealth Management's VNQ Position: Q1 2024 in Review

Focused Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 589 shares — an estimated $52.1K sold.

Focused Wealth Management first reported a position in VNQ in Q3 2013 and held it in 42 quarters. The position peaked at $126K in Q4 2015. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Focused Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 589 Vanguard Real Estate ETF shares in Q1 2024, an estimated $52.1K.
  • Focused Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2013 and held it in 42 quarters.
  • Focused Wealth Management's Vanguard Real Estate ETF position peaked at $126K in Q4 2015.
  • 1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.