IAMOG
VNQ icon

Investors Asset Management of Georgia’s Vanguard Real Estate ETF VNQ Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-1,107
Closed -$89K – 505
2022
Q3 		$89K Buy
1,107
+239
+28% +$22.3K 0.05% 226
2022
Q2 		$79K Buy
+868
New +$86.5K 0.04% 223

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
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 $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Investors Asset Management of Georgia's VNQ Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 1,107 shares — an estimated $89K sold.

Investors Asset Management of Georgia first reported a position in VNQ in Q2 2022 and held it in 2 quarters. The position peaked at $89K in Q3 2022. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,107 Vanguard Real Estate ETF shares in Q4 2022, an estimated $89K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Vanguard Real Estate ETF position peaked at $89K in Q3 2022.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.