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JRM Investment Counsel’s Vanguard Real Estate ETF VNQ Stock Holding History

JRM Investment Counsel’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
2022
Q4 		– Sell
-21,170
Closed -$1.7M – 23
2022
Q3 		$1.7M Buy
+21,170
New +$1.98M 0.72% 21

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JRM Investment Counsel's VNQ Position: Q4 2022 in Review

JRM Investment Counsel sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 21,170 shares — an estimated $1.7M sold.

JRM Investment Counsel first reported a position in VNQ in Q3 2022 and held it in 1 quarter. The position peaked at $1.7M in Q3 2022. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • JRM Investment Counsel reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • JRM Investment Counsel sold 21,170 Vanguard Real Estate ETF shares in Q4 2022, an estimated $1.7M.
  • JRM Investment Counsel first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 1 quarter.
  • JRM Investment Counsel's Vanguard Real Estate ETF position peaked at $1.7M in Q3 2022.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on JRM Investment Counsel's 13F filing for Q4 2022, filed 9 Feb 2023.