Highland Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Highland Financial Advisors’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 Q2	–	Sell	-5,419	Closed	-$469K	–	58
2024 Q1	$469K	Sell	5,419 -53,806	-91%	-$4.6M	0.19%	34
2023 Q4	$5.23M	Buy	59,225 +2,596	+5%	+$206K	2.27%	14
2023 Q3	$4.29M	Buy	56,629 +1,756	+3%	+$145K	2.22%	15
2023 Q2	$4.58M	Buy	54,873 +3,596	+7%	+$295K	2.36%	15
2023 Q1	$4.26M	Buy	51,277 +1,110	+2%	+$95.4K	2.31%	16
2022 Q4	$4.14M	Buy	50,167 +5,171	+11%	+$429K	2.44%	13
2022 Q3	$3.61M	Sell	44,996 -879	-2%	-$82.2K	2.5%	15
2022 Q2	$4.18M	Buy	+45,875	New	+$4.57M	2.86%	14

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

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

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

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

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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Highland Financial Advisors's VNQ Position: Q2 2024 in Review

Highland Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 5,419 shares — an estimated $469K sold.

Highland Financial Advisors first reported a position in VNQ in Q2 2022 and held it in 8 quarters. The position peaked at $5.23M in Q4 2023. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Highland Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Highland Financial Advisors sold 5,419 Vanguard Real Estate ETF shares in Q2 2024, an estimated $469K.
Highland Financial Advisors first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 8 quarters.
Highland Financial Advisors's Vanguard Real Estate ETF position peaked at $5.23M in Q4 2023.
1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Highland Financial Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.