IRON Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

IRON Financial’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	-2,698	Closed	-$216K	–	100
2022 Q3	$216K	Buy	2,698 +23	+0.9%	+$2.15K	0.12%	85
2022 Q2	$244K	Buy	2,675 +222	+9%	+$22.1K	0.13%	83
2022 Q1	$266K	Buy	2,453 +10	+0.4%	+$1.06K	0.12%	87
2021 Q4	$283K	Buy	2,443 +17	+0.7%	+$1.86K	0.13%	89
2021 Q3	$247K	Buy	+2,426	New	+$257K	0.12%	94
2014 Q3	–	Sell	-49,595	Closed	-$3.71M	–	79
2014 Q2	$3.71M	Buy	+49,595	New	+$3.65M	3.28%	10

Other funds holding VNQ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

IRON Financial's VNQ Position: Q4 2022 in Review

IRON Financial sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 2,698 shares — an estimated $216K sold.

IRON Financial first reported a position in VNQ in Q2 2014 and held it in 6 quarters. The position peaked at $3.71M in Q2 2014. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

IRON Financial reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
IRON Financial sold 2,698 Vanguard Real Estate ETF shares in Q4 2022, an estimated $216K.
IRON Financial first reported a position in Vanguard Real Estate ETF in Q2 2014 and held it in 6 quarters.
IRON Financial's Vanguard Real Estate ETF position peaked at $3.71M in Q2 2014.
1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on IRON Financial's 13F filing for Q4 2022, filed 14 Feb 2023.