Foster Dykema Cabot & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Foster Dykema Cabot & Co’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 Q3	$25K	Hold	333	–	–	﹤0.01%	193
2023 Q2	$28K	Hold	333	–	–	﹤0.01%	191
2023 Q1	$28K	Buy	+333	New	+$28.6K	﹤0.01%	170
2017 Q2	–	Sell	-2,700	Closed	-$223K	–	109
2017 Q1	$223K	Hold	2,700	–	–	0.04%	100
2016 Q4	$223K	Hold	2,700	–	–	0.04%	101
2016 Q3	$234K	Hold	2,700	–	–	0.05%	103
2016 Q2	$239K	Buy	+2,700	New	+$227K	0.06%	84

Other funds holding VNQ

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Foster Dykema Cabot & Co's VNQ Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2023 at 333 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Foster Dykema Cabot & Co first reported a position in VNQ in Q2 2016 and has held it in 7 quarters since. The position peaked at $239K in Q2 2016. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Foster Dykema Cabot & Co held 333 shares of Vanguard Real Estate ETF worth $25K as of Q3 2023.
Foster Dykema Cabot & Co left its Vanguard Real Estate ETF share count unchanged in Q3 2023.
Vanguard Real Estate ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #193 holding.
Foster Dykema Cabot & Co first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 7 quarters since.
Foster Dykema Cabot & Co's Vanguard Real Estate ETF position peaked at $239K in Q2 2016.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.