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Great Diamond Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Great Diamond Partners’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
Q4 		– Sell
-10,965
Closed -$879K – 227
2022
Q3 		$879K Sell
10,965
-113
-1% -$10.6K 0.3% 80
2022
Q2 		$1.01M Buy
+11,078
New +$1.1M 0.34% 73
2020
Q1 		– Sell
-53
Closed -$4K – 585
2019
Q4 		$4K Buy
+53
New +$4.91K ﹤0.01% 620

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Great Diamond Partners's VNQ Position: Q4 2022 in Review

Great Diamond Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 10,965 shares — an estimated $879K sold.

Great Diamond Partners first reported a position in VNQ in Q4 2019 and held it in 3 quarters. The position peaked at $1.01M in Q2 2022. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Great Diamond Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Great Diamond Partners sold 10,965 Vanguard Real Estate ETF shares in Q4 2022, an estimated $879K.
  • Great Diamond Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Great Diamond Partners's Vanguard Real Estate ETF position peaked at $1.01M in Q2 2022.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Great Diamond Partners's 13F filing for Q4 2022, filed 1 Feb 2023.