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

GGM 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 Q3	–	Sell	-2,440	Closed	-$208K	–	144
2023 Q2	$208K	Buy	+2,440	New	+$200K	0.08%	135
2023 Q1	–	Sell	-3,525	Closed	-$297K	–	130
2022 Q4	$297K	Sell	3,525 -731	-17%	-$60.6K	0.15%	98
2022 Q3	$344K	Sell	4,256 -1,293	-23%	-$121K	0.19%	90
2022 Q2	$507K	Sell	5,549 -75,563	-93%	-$7.53M	0.28%	71
2022 Q1	$8.97M	Buy	81,112 +2,482	+3%	+$263K	4.5%	6
2021 Q4	$8.69M	Buy	78,630 +2,152	+3%	+$235K	6.9%	3
2021 Q3	$8.37M	Sell	76,478 -216	-0.3%	-$22.9K	6.64%	3
2021 Q2	$8.08M	Buy	+76,694	New	+$7.61M	6.86%	4

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

GGM Wealth Advisors's VNQ Position: Q3 2023 in Review

GGM Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 2,440 shares — an estimated $208K sold.

GGM Wealth Advisors first reported a position in VNQ in Q2 2021 and held it in 8 quarters. The position peaked at $8.97M in Q1 2022. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

GGM Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
GGM Wealth Advisors sold 2,440 Vanguard Real Estate ETF shares in Q3 2023, an estimated $208K.
GGM Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 8 quarters.
GGM Wealth Advisors's Vanguard Real Estate ETF position peaked at $8.97M in Q1 2022.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on GGM Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.