JAG
VNQ icon

Journey Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Journey Advisory Group’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 		– Sell
-63,765
Closed -$5.51M – 240
2024
Q1 		$5.51M Buy
63,765
+1,920
+3% +$164K 0.68% 39
2023
Q4 		$5.46M Buy
61,845
+4,112
+7% +$326K 0.74% 37
2023
Q3 		$4.37M Buy
57,733
+3,439
+6% +$284K 0.65% 45
2023
Q2 		$4.54M Buy
54,294
+8,695
+19% +$712K 0.68% 43
2023
Q1 		$3.79M Buy
45,599
+15,123
+50% +$1.3M 0.59% 50
2022
Q4 		$2.51M Sell
30,476
-3,534
-10% -$293K 0.63% 45
2022
Q3 		$2.73M Buy
34,010
+19
+0.1% +$1.78K 0.7% 37
2022
Q2 		$3.34M Buy
33,991
+8,850
+35% +$882K 0.77% 31
2022
Q1 		$2.73M Buy
25,141
+18,006
+252% +$1.91M 0.69% 34
2021
Q4 		$828K Buy
7,135
+2,303
+48% +$252K 0.23% 95
2021
Q3 		$492K Buy
4,832
+2,124
+78% +$225K 0.16% 114
2021
Q2 		$276K Sell
2,708
-290
-10% -$28.8K 0.09% 172
2021
Q1 		$275K Sell
2,998
-112
-4% -$9.84K 0.1% 160
2020
Q4 		$264K Buy
+3,110
New +$258K 0.1% 151

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

Journey Advisory Group's VNQ Position: Q2 2024 in Review

Journey Advisory Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 63,765 shares — an estimated $5.51M sold.

Journey Advisory Group first reported a position in VNQ in Q4 2020 and held it in 14 quarters. The position peaked at $5.51M in Q1 2024. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Journey Advisory Group reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Journey Advisory Group sold 63,765 Vanguard Real Estate ETF shares in Q2 2024, an estimated $5.51M.
  • Journey Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 14 quarters.
  • Journey Advisory Group's Vanguard Real Estate ETF position peaked at $5.51M in Q1 2024.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Journey Advisory Group's 13F filing for Q2 2024, filed 2 Aug 2024.