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HBW Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

HBW Advisory Services’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
-4,124
Closed -$402K – 413
2024
Q3 		$402K Buy
+4,124
New +$380K 0.06% 231

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Bank of America
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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

HBW Advisory Services's VNQ Position: Q4 2024 in Review

HBW Advisory Services sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 4,124 shares — an estimated $402K sold.

HBW Advisory Services first reported a position in VNQ in Q3 2024 and held it in 1 quarter. The position peaked at $402K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • HBW Advisory Services reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • HBW Advisory Services sold 4,124 Vanguard Real Estate ETF shares in Q4 2024, an estimated $402K.
  • HBW Advisory Services first reported a position in Vanguard Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • HBW Advisory Services's Vanguard Real Estate ETF position peaked at $402K in Q3 2024.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.