JTC Employer Solutions Trustee’s Vanguard Real Estate ETF VNQ Stock Holding History

JTC Employer Solutions Trustee’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	-1,000	Closed	-$89K	–	357
2023 Q4	$89K	Hold	1,000	–	–	0.01%	207
2023 Q3	$76K	Hold	1,000	–	–	0.01%	221
2023 Q2	$84K	Hold	1,000	–	–	0.01%	212
2023 Q1	$83K	Hold	1,000	–	–	0.01%	221
2022 Q4	$82K	Hold	1,000	–	–	0.01%	224
2022 Q3	$80K	Hold	1,000	–	–	0.01%	183
2022 Q2	$91K	Hold	1,000	–	–	0.01%	157
2022 Q1	$108K	Hold	1,000	–	–	0.01%	158
2021 Q4	$116K	Hold	1,000	–	–	0.01%	156
2021 Q3	$102K	Hold	1,000	–	–	0.01%	168
2021 Q2	$102K	Buy	+1,000	New	+$99.2K	0.02%	160

Other funds holding VNQ

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

JTC Employer Solutions Trustee's VNQ Position: Q1 2024 in Review

JTC Employer Solutions Trustee sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 1,000 shares — an estimated $89K sold.

JTC Employer Solutions Trustee first reported a position in VNQ in Q2 2021 and held it in 11 quarters. The position peaked at $116K in Q4 2021. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

JTC Employer Solutions Trustee reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
JTC Employer Solutions Trustee sold 1,000 Vanguard Real Estate ETF shares in Q1 2024, an estimated $89K.
JTC Employer Solutions Trustee first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 11 quarters.
JTC Employer Solutions Trustee's Vanguard Real Estate ETF position peaked at $116K in Q4 2021.
1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2024, filed 19 Apr 2024.