Graves Light Lenhart Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-2,610	Closed	-$238K	–	594
2022 Q2	$238K	Buy	2,610 +15	+0.6%	+$1.5K	0.04%	155
2022 Q1	$281K	Buy	2,595 +370	+17%	+$39.2K	0.04%	153
2021 Q4	$258K	Buy	2,225 +2	+0.1%	+$218	0.04%	167
2021 Q3	$226K	Sell	2,223 -1,385	-38%	-$147K	0.04%	169
2021 Q2	$367K	Buy	3,608 +2	+0.1%	+$198	0.06%	128
2021 Q1	$331K	Buy	3,606 +473	+15%	+$41.6K	0.06%	132
2020 Q4	$266K	Sell	3,133 -27	-0.9%	-$2.24K	0.05%	142
2020 Q3	$250K	Buy	3,160 +2	+0.1%	+$161	0.06%	134
2020 Q2	$248K	Hold	3,158	–	–	0.06%	131
2020 Q1	$221K	Buy	3,158 +3	+0.1%	+$263	0.06%	133
2019 Q4	$293K	Buy	3,155 +2	+0.1%	+$185	0.06%	134
2019 Q3	$297K	Buy	+3,153	New	+$286K	0.07%	129
2019 Q1	–	Sell	-2,727	Closed	-$203K	–	167
2018 Q4	$203K	Buy	+2,727	New	+$215K	0.06%	138

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Graves Light Lenhart Wealth's VNQ Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 2,610 shares — an estimated $238K sold.

Graves Light Lenhart Wealth first reported a position in VNQ in Q4 2018 and held it in 13 quarters. The position peaked at $367K in Q2 2021. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 2,610 Vanguard Real Estate ETF shares in Q3 2022, an estimated $238K.
Graves Light Lenhart Wealth first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 13 quarters.
Graves Light Lenhart Wealth's Vanguard Real Estate ETF position peaked at $367K in Q2 2021.
1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.