IBEX Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

IBEX Wealth 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
2023 Q1	–	Sell	-5,995	Closed	-$494K	–	178
2022 Q4	$494K	Buy	5,995 +157	+3%	+$13K	0.11%	128
2022 Q3	$468K	Sell	5,838 -191	-3%	-$17.9K	0.12%	106
2022 Q2	$549K	Sell	6,029 -75	-1%	-$7.48K	0.13%	108
2022 Q1	$661K	Buy	6,104 +242	+4%	+$25.6K	0.13%	110
2021 Q4	$680K	Sell	5,862 -164	-3%	-$17.9K	0.12%	118
2021 Q3	$613K	Buy	6,026 +604	+11%	+$64.1K	0.12%	119
2021 Q2	$552K	Buy	+5,422	New	+$538K	0.11%	119
2019 Q3	–	Sell	-2,705	Closed	-$236K	–	387
2019 Q2	$236K	Buy	+2,705	New	+$237K	0.07%	126
2017 Q1	–	Sell	-1,229	Closed	-$102K	–	382
2016 Q4	$102K	Sell	1,229 -13,582	-92%	-$1.11M	0.05%	138
2016 Q3	$1.28M	Buy	+14,811	New	+$1.32M	0.7%	51

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

IBEX Wealth Advisors's VNQ Position: Q1 2023 in Review

IBEX Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 5,995 shares — an estimated $494K sold.

IBEX Wealth Advisors first reported a position in VNQ in Q3 2016 and held it in 10 quarters. The position peaked at $1.28M in Q3 2016. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

IBEX Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
IBEX Wealth Advisors sold 5,995 Vanguard Real Estate ETF shares in Q1 2023, an estimated $494K.
IBEX Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2016 and held it in 10 quarters.
IBEX Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.28M in Q3 2016.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.