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Ground Swell Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Ground Swell Capital’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
Q2 		– Sell
-3,531
Closed -$305K – 220
2024
Q1 		$305K Buy
+3,531
New +$302K 0.28% 29
2023
Q4 		– Sell
-8,472
Closed -$641K – 129
2023
Q3 		$641K Buy
+8,472
New +$699K 1.05% 10
2021
Q2 		– Sell
-5,360
Closed -$492K – 148
2021
Q1 		$492K Buy
5,360
+2,114
+65% +$186K 1.59% 14
2020
Q4 		$276K Buy
+3,246
New +$269K 1.06% 27

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ground Swell Capital's VNQ Position: Q2 2024 in Review

Ground Swell Capital sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 3,531 shares — an estimated $305K sold.

Ground Swell Capital first reported a position in VNQ in Q4 2020 and held it in 4 quarters. The position peaked at $641K in Q3 2023. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Ground Swell Capital reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Ground Swell Capital sold 3,531 Vanguard Real Estate ETF shares in Q2 2024, an estimated $305K.
  • Ground Swell Capital first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 4 quarters.
  • Ground Swell Capital's Vanguard Real Estate ETF position peaked at $641K in Q3 2023.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Ground Swell Capital's 13F filing for Q2 2024, filed 7 Aug 2024.