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Hartree Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Hartree Partners’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
2023
Q3 		– Sell
-4,250
Closed -$355K – 67
2023
Q2 		$355K Buy
+4,250
New +$348K 0.18% 30

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Bank of America
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Empower Advisory Group
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hartree Partners's VNQ Position: Q3 2023 in Review

Hartree Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 4,250 shares — an estimated $355K sold.

Hartree Partners first reported a position in VNQ in Q2 2023 and held it in 1 quarter. The position peaked at $355K in Q2 2023. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Hartree Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Hartree Partners sold 4,250 Vanguard Real Estate ETF shares in Q3 2023, an estimated $355K.
  • Hartree Partners first reported a position in Vanguard Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Hartree Partners's Vanguard Real Estate ETF position peaked at $355K in Q2 2023.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Hartree Partners's 13F filing for Q3 2023, filed 14 Nov 2023.