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Journey Strategic Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Journey Strategic Wealth’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
-3,253
Closed -$246K – 263
2023
Q3 		$246K Buy
+3,253
New +$268K 0.01% 141

Other funds holding VNQ

Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Journey Strategic Wealth's VNQ Position: Q4 2023 in Review

Journey Strategic Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 3,253 shares — an estimated $246K sold.

Journey Strategic Wealth first reported a position in VNQ in Q3 2023 and held it in 1 quarter. The position peaked at $246K in Q3 2023. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Journey Strategic Wealth reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 3,253 Vanguard Real Estate ETF shares in Q4 2023, an estimated $246K.
  • Journey Strategic Wealth first reported a position in Vanguard Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Journey Strategic Wealth's Vanguard Real Estate ETF position peaked at $246K in Q3 2023.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Journey Strategic Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.