Halpern Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Halpern Financial’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	-74	Closed	-$6.22K	–	242
2024 Q1	$6.22K	Sell	74 -308	-81%	-$26.3K	﹤0.01%	176
2023 Q4	$33.2K	Buy	+382	New	+$30.3K	0.01%	114
2023 Q2	–	Sell	-10,297	Closed	-$855K	–	259
2023 Q1	$855K	Sell	10,297 -719	-7%	-$61.8K	0.31%	25
2022 Q4	$909K	Hold	11,016	–	–	0.33%	26
2022 Q3	$883K	Hold	11,016	–	–	0.35%	26
2022 Q2	$1M	Sell	11,016 -702	-6%	-$70K	0.39%	25
2022 Q1	$1.27M	Buy	+11,718	New	+$1.24M	0.47%	23
2021 Q4	–	Sell	-146	Closed	-$14.9K	–	295
2021 Q3	$14.9K	Buy	+146	New	+$15.5K	0.01%	143

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Halpern Financial's VNQ Position: Q2 2024 in Review

Halpern Financial sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 74 shares — an estimated $6.22K sold.

Halpern Financial first reported a position in VNQ in Q3 2021 and held it in 8 quarters. The position peaked at $1.27M in Q1 2022. 1,584 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Halpern Financial reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Halpern Financial sold 74 Vanguard Real Estate ETF shares in Q2 2024, an estimated $6.22K.
Halpern Financial first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 8 quarters.
Halpern Financial's Vanguard Real Estate ETF position peaked at $1.27M in Q1 2022.
1,584 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.