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HUB Investment Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

HUB Investment 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
-3,321
Closed -$278K – 288
2023
Q2 		$278K Buy
+3,321
New +$272K 0.05% 198
2022
Q4 		– Sell
-2,994
Closed -$240K – 191
2022
Q3 		$240K Buy
2,994
+172
+6% +$16.1K 0.07% 156
2022
Q2 		$257K Sell
2,822
-8
-0.3% -$797 0.08% 141
2022
Q1 		$307K Buy
2,830
+527
+23% +$55.8K 0.07% 144
2021
Q4 		$267K Buy
2,303
+26
+1% +$2.84K 0.06% 159
2021
Q3 		$232K Sell
2,277
-470
-17% -$49.8K 0.06% 199
2021
Q2 		$280K Buy
+2,747
New +$272K 0.07% 169

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
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

HUB Investment Partners's VNQ Position: Q3 2023 in Review

HUB Investment Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 3,321 shares — an estimated $278K sold.

HUB Investment Partners first reported a position in VNQ in Q2 2021 and held it in 7 quarters. The position peaked at $307K in Q1 2022. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • HUB Investment Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • HUB Investment Partners sold 3,321 Vanguard Real Estate ETF shares in Q3 2023, an estimated $278K.
  • HUB Investment Partners first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 7 quarters.
  • HUB Investment Partners's Vanguard Real Estate ETF position peaked at $307K in Q1 2022.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

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