Global Wealth Management Investment Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-28	Closed	-$2.47K	–	425
2023 Q4	$2.47K	Hold	28	–	–	﹤0.01%	383
2023 Q3	$2.12K	Hold	28	–	–	﹤0.01%	379
2023 Q2	$2.34K	Buy	+28	New	+$2.29K	﹤0.01%	382
2022 Q3	–	Sell	-85	Closed	-$8K	–	467
2022 Q2	$8K	Sell	85 -56	-40%	-$5.58K	﹤0.01%	306
2022 Q1	$15K	Buy	141 +4	+3%	+$423	﹤0.01%	283
2021 Q4	$16K	Hold	137	–	–	﹤0.01%	275
2021 Q3	$14K	Buy	137 +73	+114%	+$7.74K	﹤0.01%	287
2021 Q2	$7K	Hold	64	–	–	﹤0.01%	325
2021 Q1	$6K	Hold	64	–	–	﹤0.01%	348
2020 Q4	$5K	Hold	64	–	–	﹤0.01%	340
2020 Q3	$5K	Sell	64 -348	-84%	-$27.9K	﹤0.01%	338
2020 Q2	$32K	Buy	412 +59	+17%	+$4.47K	0.01%	227
2020 Q1	$25K	Buy	353 +5	+1%	+$439	0.01%	235
2019 Q4	$32K	Hold	348	–	–	0.01%	220
2019 Q3	$32K	Hold	348	–	–	0.01%	208
2019 Q2	$30K	Sell	348 -252	-42%	-$22.1K	0.01%	221
2019 Q1	$52K	Buy	600 +200	+50%	+$16.5K	0.03%	200
2018 Q4	$30K	Buy	+400	New	+$31.5K	0.02%	256

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Global Wealth Management Investment Advisory's VNQ Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 28 shares — an estimated $2.47K sold.

Global Wealth Management Investment Advisory first reported a position in VNQ in Q4 2018 and held it in 18 quarters. The position peaked at $52K in Q1 2019. 1,632 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 28 Vanguard Real Estate ETF shares in Q1 2024, an estimated $2.47K.
Global Wealth Management Investment Advisory first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Vanguard Real Estate ETF position peaked at $52K in Q1 2019.
1,632 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.