IWA
VNQ icon

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

Intercontinental 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
Q2 		$239K Hold
2,858
– – 0.06% 289
2023
Q1 		$237K Buy
+2,858
New +$246K 0.06% 287

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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

Intercontinental Wealth Advisors's VNQ Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2023 at 2,858 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #289.

Intercontinental Wealth Advisors first reported a position in VNQ in Q1 2023 and has held it in 2 quarters since. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Intercontinental Wealth Advisors held 2,858 shares of Vanguard Real Estate ETF worth $239K as of Q2 2023.
  • Intercontinental Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2023.
  • Vanguard Real Estate ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #289 holding.
  • Intercontinental Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 2 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.