Freedom Day Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Freedom Day Solutions’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	–	Sell	-4,013	Closed	-$335K	–	106
2023 Q2	$335K	Sell	4,013 -31,823	-89%	-$2.61M	0.15%	82
2023 Q1	$3.01M	Buy	35,836 +5,550	+18%	+$477K	1.42%	7
2022 Q4	$2.5M	Buy	30,286 +11,029	+57%	+$914K	1.25%	16
2022 Q3	$1.54M	Buy	19,257 +5,981	+45%	+$559K	0.84%	43
2022 Q2	$1.21M	Buy	13,276 +3,632	+38%	+$362K	0.61%	68
2022 Q1	$1.04M	Buy	9,644 +2,509	+35%	+$266K	0.45%	76
2021 Q4	$828K	Buy	7,135 +2,190	+44%	+$239K	0.33%	82
2021 Q3	$503K	Buy	+4,945	New	+$524K	0.24%	91

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

Freedom Day Solutions's VNQ Position: Q3 2023 in Review

Freedom Day Solutions sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 4,013 shares — an estimated $335K sold.

Freedom Day Solutions first reported a position in VNQ in Q3 2021 and held it in 8 quarters. The position peaked at $3.01M in Q1 2023. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Freedom Day Solutions reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Freedom Day Solutions sold 4,013 Vanguard Real Estate ETF shares in Q3 2023, an estimated $335K.
Freedom Day Solutions first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 8 quarters.
Freedom Day Solutions's Vanguard Real Estate ETF position peaked at $3.01M in Q1 2023.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Freedom Day Solutions's 13F filing for Q3 2023, filed 26 Oct 2023.