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Janiczek Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$101K Hold
1,206
– – 0.02% 273
2024
Q1 		$104K Buy
1,206
+1,000
+485% +$85.4K 0.02% 277
2023
Q4 		$18.2K Buy
206
+153
+289% +$12.1K ﹤0.01% 560
2023
Q3 		$4.01K Hold
53
– – ﹤0.01% 752
2023
Q2 		$4.43K Hold
53
– – ﹤0.01% 673
2023
Q1 		$4.3K Hold
53
– – ﹤0.01% 681
2022
Q4 		$4.7K Sell
53
-12
-18% -$995 ﹤0.01% 660
2022
Q3 		$5K Sell
65
-111
-63% -$10.4K ﹤0.01% 672
2022
Q2 		$17K Buy
176
+4
+2% +$399 0.01% 495
2022
Q1 		$19K Hold
172
– – 0.01% 471
2021
Q4 		$20K Buy
172
+23
+15% +$2.51K 0.01% 485
2021
Q3 		$15K Buy
149
+96
+181% +$10.2K 0.01% 506
2021
Q2 		$5K Hold
53
– – ﹤0.01% 674
2021
Q1 		$5K Hold
53
– – ﹤0.01% 650
2020
Q4 		$4K Hold
53
– – ﹤0.01% 640
2020
Q3 		$4K Hold
53
– – ﹤0.01% 412
2020
Q2 		$4K Hold
53
– – ﹤0.01% 217
2020
Q1 		$4K Sell
53
-3
-5% -$263 ﹤0.01% 126
2019
Q4 		$5K Hold
56
– – ﹤0.01% 130
2019
Q3 		$5K Sell
56
-209
-79% -$19K ﹤0.01% 130
2019
Q2 		$23K Sell
265
-420
-61% -$36.8K 0.01% 102
2019
Q1 		$60K Sell
685
-123,066
-99% -$10.2M 0.03% 72
2018
Q4 		$9.23M Sell
123,751
-2,593
-2% -$204K 4.68% 8
2018
Q3 		$10.2M Sell
126,344
-2,733
-2% -$225K 5.33% 7
2018
Q2 		$10.5M Buy
129,077
+3,209
+3% +$249K 5.55% 7
2018
Q1 		$9.5M Buy
125,868
+20,874
+20% +$1.6M 5.38% 7
2017
Q4 		$8.71M Buy
104,994
+2,596
+3% +$218K 4.74% 6
2017
Q3 		$8.51M Buy
102,398
+1,981
+2% +$166K 4.72% 6
2017
Q2 		$8.36M Sell
100,417
-8,434
-8% -$703K 4.87% 6
2017
Q1 		$8.99M Sell
108,851
-21,497
-16% -$1.78M 5.14% 6
2016
Q4 		$10.8M Buy
+130,348
New +$10.6M 4.8% 6

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Janiczek Wealth Management's VNQ Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2024 at 1,206 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #273.

Janiczek Wealth Management first reported a position in VNQ in Q4 2016 and has held it in 31 quarters since. The position peaked at $10.8M in Q4 2016. 1,584 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Janiczek Wealth Management held 1,206 shares of Vanguard Real Estate ETF worth $101K as of Q2 2024.
  • Janiczek Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2024.
  • Vanguard Real Estate ETF made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #273 holding.
  • Janiczek Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 31 quarters since.
  • Janiczek Wealth Management's Vanguard Real Estate ETF position peaked at $10.8M in Q4 2016.
  • 1,584 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.