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Foster Victor Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Foster Victor 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
2023
Q4 		– Sell
-16,773
Closed -$1.25M – 176
2023
Q3 		$1.25M Sell
16,773
-2,149
-11% -$177K 0.15% 86
2023
Q2 		$1.6M Sell
18,922
-6,167
-25% -$505K 0.18% 88
2023
Q1 		$2.06M Sell
25,089
-68,411
-73% -$5.88M 0.25% 84
2022
Q4 		$7.89M Buy
93,500
+3,468
+4% +$288K 1% 44
2022
Q3 		$7.14M Buy
90,032
+1,248
+1% +$117K 1.04% 45
2022
Q2 		$8.2M Sell
88,784
-1,529
-2% -$152K 1.22% 30
2022
Q1 		$10M Buy
90,313
+4,340
+5% +$459K 1.37% 27
2021
Q4 		$9.52M Sell
85,973
-1,615
-2% -$176K 1.3% 26
2021
Q3 		$8.91M Sell
87,588
-1,080
-1% -$115K 1.43% 22
2021
Q2 		$9.03M Sell
88,668
-1,381
-2% -$137K 1.51% 20
2021
Q1 		$8.53M Buy
90,049
+1,395
+2% +$123K 1.59% 21
2020
Q4 		$7.53M Sell
88,654
-85
-0.1% -$7.05K 1.72% 18
2020
Q3 		$7.01M Buy
88,739
+17,303
+24% +$1.39M 1.9% 12
2020
Q2 		$5.61M Buy
+71,436
New +$5.42M 1.86% 12

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Foster Victor Wealth Advisors's VNQ Position: Q4 2023 in Review

Foster Victor Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 16,773 shares — an estimated $1.25M sold.

Foster Victor Wealth Advisors first reported a position in VNQ in Q2 2020 and held it in 14 quarters. The position peaked at $10M in Q1 2022. 1,672 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Foster Victor Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 16,773 Vanguard Real Estate ETF shares in Q4 2023, an estimated $1.25M.
  • Foster Victor Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2020 and held it in 14 quarters.
  • Foster Victor Wealth Advisors's Vanguard Real Estate ETF position peaked at $10M in Q1 2022.
  • 1,672 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.