Garrison Point Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Garrison Point 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
2024 Q2	–	Sell	-4,384	Closed	-$379K	–	148
2024 Q1	$379K	Hold	4,384	–	–	0.24%	104
2023 Q4	$387K	Buy	4,384 +70	+2%	+$5.55K	0.27%	102
2023 Q3	$326K	Hold	4,314	–	–	0.25%	108
2023 Q2	$360K	Buy	4,314 +196	+5%	+$16.1K	0.26%	105
2023 Q1	$342K	Hold	4,118	–	–	0.26%	107
2022 Q4	$340K	Hold	4,118	–	–	0.28%	105
2022 Q3	$330K	Hold	4,118	–	–	0.29%	107
2022 Q2	$375K	Hold	4,118	–	–	0.31%	101
2022 Q1	$446K	Hold	4,118	–	–	0.31%	98
2021 Q4	$478K	Hold	4,118	–	–	0.32%	93
2021 Q3	$419K	Hold	4,118	–	–	0.3%	101
2021 Q2	$419K	Buy	4,118 +10	+0.2%	+$992	0.3%	101
2021 Q1	$377K	Hold	4,108	–	–	0.29%	105
2020 Q4	$349K	Buy	4,108 +15	+0.4%	+$1.24K	0.28%	103
2020 Q3	$323K	Hold	4,093	–	–	0.29%	102
2020 Q2	$321K	Hold	4,093	–	–	0.32%	101
2020 Q1	$286K	Buy	4,093 +100	+3%	+$8.78K	0.35%	92
2019 Q4	$371K	Sell	3,993 -250	-6%	-$23.2K	0.34%	94
2019 Q3	$396K	Hold	4,243	–	–	0.39%	87
2019 Q2	$371K	Hold	4,243	–	–	0.37%	94
2019 Q1	$369K	Hold	4,243	–	–	0.38%	90
2018 Q4	$316K	Buy	+4,243	New	+$334K	0.39%	93

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Garrison Point Advisors's VNQ Position: Q2 2024 in Review

Garrison Point Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 4,384 shares — an estimated $379K sold.

Garrison Point Advisors first reported a position in VNQ in Q4 2018 and held it in 22 quarters. The position peaked at $478K in Q4 2021. 1,585 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Garrison Point Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Garrison Point Advisors sold 4,384 Vanguard Real Estate ETF shares in Q2 2024, an estimated $379K.
Garrison Point Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 22 quarters.
Garrison Point Advisors's Vanguard Real Estate ETF position peaked at $478K in Q4 2021.
1,585 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Garrison Point Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.