FourThought Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

FourThought Financial’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
2022 Q3	$102K	Buy	1,274 +225	+21%	+$21K	0.02%	431
2022 Q2	$96K	Hold	1,049	–	–	0.01%	451
2022 Q1	$114K	Buy	1,049 +493	+89%	+$52.2K	0.01%	448
2021 Q4	$65K	Sell	556 -484	-47%	-$52.9K	0.01%	597
2021 Q3	$105K	Buy	1,040 +216	+26%	+$22.9K	0.01%	477
2021 Q2	$83K	Sell	824 -5	-0.6%	-$496	0.01%	555
2021 Q1	$76K	Sell	829 -58	-7%	-$5.1K	0.01%	570
2020 Q4	$75K	Buy	+887	New	+$73.6K	0.01%	558

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FourThought Financial's VNQ Position: Q3 2022 in Review

FourThought Financial increased its Vanguard Real Estate ETF (VNQ) stake by 21% in Q3 2022, buying an estimated $21K and bringing the position to 1,274 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #431.

FourThought Financial first reported a position in VNQ in Q4 2020 and has held it in 8 quarters since. The position peaked at $114K in Q1 2022. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

FourThought Financial held 1,274 shares of Vanguard Real Estate ETF worth $102K as of Q3 2022.
FourThought Financial bought 225 Vanguard Real Estate ETF shares in Q3 2022, an estimated $21K.
Vanguard Real Estate ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #431 holding.
FourThought Financial first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Real Estate ETF position peaked at $114K in Q1 2022.
1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.