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Greystone Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Greystone Financial Group’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
-8,012
Closed -$730K – 86
2022
Q2 		$730K Buy
8,012
+1,746
+28% +$174K 0.23% 63
2022
Q1 		$679K Sell
6,266
-1,698
-21% -$180K 0.17% 79
2021
Q4 		$924K Sell
7,964
-3,287
-29% -$359K 0.22% 74
2021
Q3 		$1.15M Sell
11,251
-4,525
-29% -$480K 0.34% 53
2021
Q2 		$1.61M Buy
+15,776
New +$1.56M 0.4% 52

Other funds holding VNQ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greystone Financial Group's VNQ Position: Q3 2022 in Review

Greystone Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 8,012 shares — an estimated $730K sold.

Greystone Financial Group first reported a position in VNQ in Q2 2021 and held it in 5 quarters. The position peaked at $1.61M in Q2 2021. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Greystone Financial Group reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Greystone Financial Group sold 8,012 Vanguard Real Estate ETF shares in Q3 2022, an estimated $730K.
  • Greystone Financial Group first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 5 quarters.
  • Greystone Financial Group's Vanguard Real Estate ETF position peaked at $1.61M in Q2 2021.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Greystone Financial Group's 13F filing for Q3 2022, filed 25 Oct 2022.