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

GSB 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
Q3 		– Sell
-2,511
Closed -$210K – 241
2024
Q2 		$210K Buy
2,511
+58
+2% +$4.79K 0.06% 212
2024
Q1 		$212K Sell
2,453
-1,438
-37% -$123K 0.06% 209
2023
Q4 		$344K Sell
3,891
-87
-2% -$6.89K 0.11% 155
2023
Q3 		$301K Buy
3,978
+10
+0.3% +$825 0.1% 159
2023
Q2 		$332K Sell
3,968
-100
-2% -$8.19K 0.11% 158
2023
Q1 		$338K Sell
4,068
-256
-6% -$22K 0.11% 161
2022
Q4 		$357K Sell
4,324
-2,618
-38% -$217K 0.13% 155
2022
Q3 		$557K Buy
6,942
+455
+7% +$42.5K 0.2% 137
2022
Q2 		$591K Sell
6,487
-353
-5% -$35.2K 0.2% 138
2022
Q1 		$741K Buy
6,840
+517
+8% +$54.7K 0.22% 137
2021
Q4 		$733K Buy
6,323
+2,073
+49% +$226K 0.21% 134
2021
Q3 		$433K Sell
4,250
-1,805
-30% -$191K 0.22% 97
2021
Q2 		$616K Buy
6,055
+244
+4% +$24.2K 0.19% 140
2021
Q1 		$534K Buy
+5,811
New +$511K 0.18% 137

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

GSB Wealth Management's VNQ Position: Q3 2024 in Review

GSB Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 2,511 shares — an estimated $210K sold.

GSB Wealth Management first reported a position in VNQ in Q1 2021 and held it in 14 quarters. The position peaked at $741K in Q1 2022. 1,662 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • GSB Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • GSB Wealth Management sold 2,511 Vanguard Real Estate ETF shares in Q3 2024, an estimated $210K.
  • GSB Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 14 quarters.
  • GSB Wealth Management's Vanguard Real Estate ETF position peaked at $741K in Q1 2022.
  • 1,662 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on GSB Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.