Householder Group Estate & Retirement Specialist’s Vanguard Real Estate ETF VNQ Stock Holding History

Householder Group Estate & Retirement Specialist’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	$0	Sell	6 -425	-99%	-$40.2K	﹤0.01%	1204
2024 Q3	$42K	Buy	431 +3	+0.7%	+$276	0.01%	514
2024 Q2	$35K	Sell	428 -498	-54%	-$41.1K	0.01%	555
2024 Q1	$80.1K	Buy	926 +32	+4%	+$2.73K	0.02%	388
2023 Q4	$79K	Sell	894 -820	-48%	-$65K	0.03%	377
2023 Q3	$130K	Buy	+1,714	New	+$141K	0.05%	272
2023 Q1	$167K	Buy	+2,005	New	+$172K	0.06%	220
2022 Q4	–	Sell	-3,410	Closed	-$273K	–	1126
2022 Q3	$273K	Sell	3,410 -5,693	-63%	-$532K	0.11%	163
2022 Q2	$829K	Sell	9,103 -1,728	-16%	-$172K	0.37%	61
2022 Q1	$1.17M	Sell	10,831 -212	-2%	-$22.4K	0.47%	52
2021 Q4	$1.28M	Buy	+11,043	New	+$1.21M	0.48%	58

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's VNQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Real Estate ETF (VNQ) stake by 99% in Q4 2024, selling an estimated $40.2K and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Householder Group Estate & Retirement Specialist first reported a position in VNQ in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2021. 1,736 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 6 shares of Vanguard Real Estate ETF worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 425 Vanguard Real Estate ETF shares in Q4 2024, an estimated $40.2K.
Vanguard Real Estate ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1204 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Real Estate ETF position peaked at $1.28M in Q4 2021.
1,736 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.