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Johnson Bixby & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Johnson Bixby & Associates’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
Q1 		– Sell
-2,386
Closed -$211K – 119
2023
Q4 		$211K Buy
+2,386
New +$189K 0.04% 105
2023
Q2 		– Sell
-2,686
Closed -$223K – 99
2023
Q1 		$223K Buy
+2,686
New +$231K 0.05% 88

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Johnson Bixby & Associates's VNQ Position: Q1 2024 in Review

Johnson Bixby & Associates sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 2,386 shares — an estimated $211K sold.

Johnson Bixby & Associates first reported a position in VNQ in Q1 2023 and held it in 2 quarters. The position peaked at $223K in Q1 2023. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Johnson Bixby & Associates reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Johnson Bixby & Associates sold 2,386 Vanguard Real Estate ETF shares in Q1 2024, an estimated $211K.
  • Johnson Bixby & Associates first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 2 quarters.
  • Johnson Bixby & Associates's Vanguard Real Estate ETF position peaked at $223K in Q1 2023.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Johnson Bixby & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.