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Integrated Investment Consultants’s Vanguard Real Estate ETF VNQ Stock Holding History

Integrated Investment Consultants’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
-5,452
Closed -$456K – 275
2023
Q2 		$456K Sell
5,452
-60
-1% -$4.92K 0.14% 124
2023
Q1 		$458K Buy
5,512
+106
+2% +$9.11K 0.14% 121
2022
Q4 		$446K Buy
5,406
+102
+2% +$8.46K 0.15% 101
2022
Q3 		$425K Buy
5,304
+241
+5% +$22.5K 0.17% 91
2022
Q2 		$461K Buy
5,063
+76
+2% +$7.58K 0.17% 90
2022
Q1 		$540K Sell
4,987
-3,271
-40% -$346K 0.15% 116
2021
Q4 		$958K Sell
8,258
-1,489
-15% -$163K 0.26% 65
2021
Q3 		$992K Buy
9,747
+97
+1% +$10.3K 0.29% 57
2021
Q2 		$982K Buy
9,650
+2,062
+27% +$204K 0.29% 57
2021
Q1 		$697K Buy
7,588
+4,406
+138% +$387K 0.24% 77
2020
Q4 		$270K Hold
3,182
– – 0.1% 188
2020
Q3 		$251K Hold
3,182
– – 0.12% 152
2020
Q2 		$250K Sell
3,182
-500
-14% -$37.9K 0.12% 126
2020
Q1 		$257K Sell
3,682
-1,400
-28% -$123K 0.15% 107
2019
Q4 		$472K Hold
5,082
– – 0.2% 79
2019
Q3 		$474K Sell
5,082
-30
-0.6% -$2.72K 0.24% 73
2019
Q2 		$447K Hold
5,112
– – 0.23% 79
2019
Q1 		$444K Hold
5,112
– – 0.24% 75
2018
Q4 		$381K Hold
5,112
– – 0.2% 80
2018
Q3 		$412K Hold
5,112
– – 0.2% 78
2018
Q2 		$416K Hold
5,112
– – 0.22% 74
2018
Q1 		$386K Buy
+5,112
New +$391K 0.15% 85
2017
Q3 		$410K Hold
4,937
– – 0.18% 77
2017
Q2 		$411K Hold
4,937
– – 0.19% 78
2017
Q1 		$408K Sell
4,937
-425
-8% -$35.3K 0.19% 80
2016
Q4 		$443K Hold
5,362
– – 0.21% 73
2016
Q3 		$447K Sell
5,362
-609
-10% -$54.3K 0.23% 72
2016
Q2 		$529K Sell
5,971
-455
-7% -$38.2K 0.3% 62
2016
Q1 		$534K Hold
6,426
– – 0.31% 57
2015
Q4 		$491K Buy
+6,426
New +$509K 0.39% 55

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Investment Consultants's VNQ Position: Q3 2023 in Review

Integrated Investment Consultants sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 5,452 shares — an estimated $456K sold.

Integrated Investment Consultants first reported a position in VNQ in Q4 2015 and held it in 30 quarters. The position peaked at $992K in Q3 2021. 1,523 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Integrated Investment Consultants reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Integrated Investment Consultants sold 5,452 Vanguard Real Estate ETF shares in Q3 2023, an estimated $456K.
  • Integrated Investment Consultants first reported a position in Vanguard Real Estate ETF in Q4 2015 and held it in 30 quarters.
  • Integrated Investment Consultants's Vanguard Real Estate ETF position peaked at $992K in Q3 2021.
  • 1,523 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Integrated Investment Consultants's 13F filing for Q3 2023, filed 17 Oct 2023.