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Harbour Trust & Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Harbour Trust & Investment 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
Q4 		– Sell
-2,168
Closed -$211K – 163
2024
Q3 		$211K Sell
2,168
-249
-10% -$22.9K 0.02% 156
2024
Q2 		$202K Sell
2,417
-203
-8% -$16.8K 0.02% 157
2024
Q1 		$227K Buy
2,620
+43
+2% +$3.67K 0.03% 156
2023
Q4 		$228K Buy
+2,577
New +$204K 0.03% 153

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbour Trust & Investment Management's VNQ Position: Q4 2024 in Review

Harbour Trust & Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,168 shares — an estimated $211K sold.

Harbour Trust & Investment Management first reported a position in VNQ in Q4 2023 and held it in 4 quarters. The position peaked at $228K in Q4 2023. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Harbour Trust & Investment Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Harbour Trust & Investment Management sold 2,168 Vanguard Real Estate ETF shares in Q4 2024, an estimated $211K.
  • Harbour Trust & Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 4 quarters.
  • Harbour Trust & Investment Management's Vanguard Real Estate ETF position peaked at $228K in Q4 2023.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Harbour Trust & Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.