High Net Worth Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-527	Closed	-$43.5K	–	562
2022 Q4	$43.5K	Hold	527	–	–	0.02%	349
2022 Q3	$42K	Hold	527	–	–	0.02%	358
2022 Q2	$48K	Hold	527	–	–	0.02%	330
2022 Q1	$57K	Hold	527	–	–	0.02%	323
2021 Q4	$61K	Buy	+527	New	+$57.6K	0.02%	325

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

High Net Worth Advisory Group's VNQ Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 527 shares — an estimated $43.5K sold.

High Net Worth Advisory Group first reported a position in VNQ in Q4 2021 and held it in 5 quarters. The position peaked at $61K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

High Net Worth Advisory Group reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 527 Vanguard Real Estate ETF shares in Q1 2023, an estimated $43.5K.
High Net Worth Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Vanguard Real Estate ETF position peaked at $61K in Q4 2021.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.