Gitterman Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Gitterman Wealth Management’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 Q1	–	Sell	-2,774	Closed	-$229K	–	112
2022 Q4	$229K	Sell	2,774 -1,145	-29%	-$94.9K	0.11%	58
2022 Q3	$314K	Sell	3,919 -4,148	-51%	-$388K	0.32%	37
2022 Q2	$733K	Sell	8,067 -1,913	-19%	-$191K	0.69%	18
2022 Q1	$1.08M	Sell	9,980 -2,350	-19%	-$249K	0.87%	16
2021 Q4	$1.43M	Sell	12,330 -4,195	-25%	-$458K	1.06%	15
2021 Q3	$1.68M	Sell	16,525 -3,168	-16%	-$336K	1.35%	10
2021 Q2	$2M	Sell	19,693 -39,609	-67%	-$3.93M	1.62%	9
2021 Q1	$5.45M	Buy	+59,302	New	+$5.21M	3.51%	6

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gitterman Wealth Management's VNQ Position: Q1 2023 in Review

Gitterman Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 2,774 shares — an estimated $229K sold.

Gitterman Wealth Management first reported a position in VNQ in Q1 2021 and held it in 8 quarters. The position peaked at $5.45M in Q1 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Gitterman Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Gitterman Wealth Management sold 2,774 Vanguard Real Estate ETF shares in Q1 2023, an estimated $229K.
Gitterman Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 8 quarters.
Gitterman Wealth Management's Vanguard Real Estate ETF position peaked at $5.45M in Q1 2021.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Gitterman Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.