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Intelligence Driven Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History

Intelligence Driven Advisers’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
Q4 		– Sell
-5,714
Closed -$421K – 102
2023
Q3 		$421K Buy
5,714
+109
+2% +$8.99K 0.07% 56
2023
Q2 		$470K Hold
5,605
– – 0.08% 57
2023
Q1 		$459K Buy
5,605
+854
+18% +$73.4K 0.08% 56
2022
Q4 		$401K Sell
4,751
-996
-17% -$82.6K 0.07% 63
2022
Q3 		$456K Buy
5,747
+800
+16% +$74.8K 0.09% 76
2022
Q2 		$457K Sell
4,947
-200
-4% -$19.9K 0.09% 77
2022
Q1 		$564K Buy
5,147
+190
+4% +$20.1K 0.1% 64
2021
Q4 		$521K Buy
+4,957
New +$541K 0.1% 60
2021
Q3 		– Sell
-7,383
Closed -$752K – 90
2021
Q2 		$752K Sell
7,383
-4,328
-37% -$429K 0.15% 48
2021
Q1 		$1.08M Sell
11,711
-1,304
-10% -$115K 0.24% 39
2020
Q4 		$1.1M Buy
13,015
+677
+5% +$56.1K 0.25% 43
2020
Q3 		$974K Sell
12,338
-28,618
-70% -$2.3M 0.23% 34
2020
Q2 		$3.22M Buy
40,956
+19,351
+90% +$1.47M 1.14% 23
2020
Q1 		$1.51M Buy
21,605
+13,115
+154% +$1.15M 0.7% 35
2019
Q4 		$788K Sell
8,490
-133
-2% -$12.3K 0.36% 42
2019
Q3 		$804K Sell
8,623
-1,433
-14% -$130K 0.38% 41
2019
Q2 		$879K Sell
10,056
-728
-7% -$63.7K 0.42% 41
2019
Q1 		$937K Buy
10,784
+2,478
+30% +$205K 0.51% 34
2018
Q4 		$619K Buy
+8,306
New +$654K 0.39% 42

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Intelligence Driven Advisers's VNQ Position: Q4 2023 in Review

Intelligence Driven Advisers sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 5,714 shares — an estimated $421K sold.

Intelligence Driven Advisers first reported a position in VNQ in Q4 2018 and held it in 19 quarters. The position peaked at $3.22M in Q2 2020. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Intelligence Driven Advisers reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Intelligence Driven Advisers sold 5,714 Vanguard Real Estate ETF shares in Q4 2023, an estimated $421K.
  • Intelligence Driven Advisers first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 19 quarters.
  • Intelligence Driven Advisers's Vanguard Real Estate ETF position peaked at $3.22M in Q2 2020.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Intelligence Driven Advisers's 13F filing for Q4 2023, filed 6 Feb 2024.