Harrison & Co Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Harrison & Co 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
2022 Q4	$248K	Buy	+3,010	New	+$250K	0.24%	75
2022 Q3	–	Sell	-2,633	Closed	-$240K	–	77
2022 Q2	$240K	Buy	2,633 +763	+41%	+$76.1K	0.23%	73
2022 Q1	$203K	Sell	1,870 -696	-27%	-$73.7K	0.18%	77
2021 Q4	$298K	Buy	+2,566	New	+$280K	0.25%	73

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harrison & Co Wealth Management's VNQ Position: Q4 2022 in Review

Harrison & Co Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q4 2022: 3,010 shares worth $248K. The stake represents 0.24% of the portfolio and ranks #75 among its holdings. This is a return to the name: Harrison & Co Wealth Management previously reported a position in VNQ as recently as Q2 2022.

Harrison & Co Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 4 quarters since. The position peaked at $298K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

Harrison & Co Wealth Management held 3,010 shares of Vanguard Real Estate ETF worth $248K as of Q4 2022.
Vanguard Real Estate ETF was a new Harrison & Co Wealth Management position in Q4 2022.
Vanguard Real Estate ETF made up 0.24% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #75 holding.
Harrison & Co Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 4 quarters since.
Harrison & Co Wealth Management's Vanguard Real Estate ETF position peaked at $298K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.