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Investment Research & Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Investment Research & Advisory Group’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
2022
Q3 		– Sell
-192
Closed -$17K – 180
2022
Q2 		$17K Buy
+192
New +$19.1K 0.01% 123

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment Research & Advisory Group's VNQ Position: Q3 2022 in Review

Investment Research & Advisory Group sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 192 shares — an estimated $17K sold.

Investment Research & Advisory Group first reported a position in VNQ in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Investment Research & Advisory Group reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Investment Research & Advisory Group sold 192 Vanguard Real Estate ETF shares in Q3 2022, an estimated $17K.
  • Investment Research & Advisory Group first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Investment Research & Advisory Group's Vanguard Real Estate ETF position peaked at $17K in Q2 2022.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Investment Research & Advisory Group's 13F filing for Q3 2022, filed 18 Oct 2022.