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

Gray 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
2024 Q4	–	Sell	-2,058	Closed	-$200K	–	142
2024 Q3	$200K	Buy	+2,058	New	+$189K	0.08%	139
2023 Q3	–	Sell	-2,490	Closed	-$208K	–	138
2023 Q2	$208K	Hold	2,490	–	–	0.1%	124
2023 Q1	$207K	Buy	+2,490	New	+$214K	0.11%	118
2022 Q3	–	Sell	-2,442	Closed	-$222K	–	115
2022 Q2	$222K	Sell	2,442 -79	-3%	-$7.88K	0.13%	103
2022 Q1	$273K	Buy	2,521 +100	+4%	+$10.6K	0.14%	94
2021 Q4	$281K	Sell	2,421 -50	-2%	-$5.46K	0.14%	98
2021 Q3	$251K	Hold	2,471	–	–	0.14%	100
2021 Q2	$252K	Sell	2,471 -210	-8%	-$20.8K	0.15%	96
2021 Q1	$246K	Buy	2,681 +15	+0.6%	+$1.32K	0.16%	95
2020 Q4	$225K	Sell	2,666 -194	-7%	-$16.1K	0.15%	97
2020 Q3	$226K	Sell	2,860 -945	-25%	-$75.9K	0.18%	83
2020 Q2	$298K	Buy	3,805 +148	+4%	+$11.2K	0.26%	71
2020 Q1	$253K	Buy	+3,657	New	+$321K	0.28%	71

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gray Wealth Management's VNQ Position: Q4 2024 in Review

Gray Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,058 shares — an estimated $200K sold.

Gray Wealth Management first reported a position in VNQ in Q1 2020 and held it in 13 quarters. The position peaked at $298K in Q2 2020. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Gray Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Gray Wealth Management sold 2,058 Vanguard Real Estate ETF shares in Q4 2024, an estimated $200K.
Gray Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 13 quarters.
Gray Wealth Management's Vanguard Real Estate ETF position peaked at $298K in Q2 2020.
1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.