Jentner Corp’s Vanguard Real Estate ETF VNQ Stock Holding History

Jentner Corp’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 Q4	–	Sell	-2,925	Closed	-$221K	–	52
2023 Q3	$221K	Sell	2,925 -324	-10%	-$26.7K	0.14%	44
2023 Q2	$271K	Buy	3,249 +145	+5%	+$11.9K	0.17%	40
2023 Q1	$258K	Sell	3,104 -161	-5%	-$13.8K	0.18%	39
2022 Q4	$269K	Buy	+3,265	New	+$271K	0.2%	38
2022 Q3	–	Sell	-2,304	Closed	-$210K	–	36
2022 Q2	$210K	Sell	2,304 -84	-4%	-$8.37K	0.16%	36
2022 Q1	$259K	Buy	2,388 +504	+27%	+$53.3K	0.19%	32
2021 Q4	$219K	Buy	+1,884	New	+$206K	0.14%	33
2020 Q1	–	Sell	-2,313	Closed	-$215K	–	35
2019 Q4	$215K	Sell	2,313 -28	-1%	-$2.59K	0.23%	34
2019 Q3	$218K	Buy	+2,341	New	+$213K	0.18%	36

Other funds holding VNQ

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jentner Corp's VNQ Position: Q4 2023 in Review

Jentner Corp sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 2,925 shares — an estimated $221K sold.

Jentner Corp first reported a position in VNQ in Q3 2019 and held it in 9 quarters. The position peaked at $271K in Q2 2023. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Jentner Corp reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Jentner Corp sold 2,925 Vanguard Real Estate ETF shares in Q4 2023, an estimated $221K.
Jentner Corp first reported a position in Vanguard Real Estate ETF in Q3 2019 and held it in 9 quarters.
Jentner Corp's Vanguard Real Estate ETF position peaked at $271K in Q2 2023.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Jentner Corp's 13F filing for Q4 2023, filed 14 Feb 2024.