Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 Q4	–	Sell	-3,131	Closed	-$305K	–	75
2024 Q3	$305K	Sell	3,131 -3,922	-56%	-$361K	0.15%	52
2024 Q2	$591K	Sell	7,053 -5,507	-44%	-$455K	0.32%	38
2024 Q1	$1.09M	Sell	12,560 -5,707	-31%	-$488K	0.65%	30
2023 Q4	$1.61M	Buy	+18,267	New	+$1.45M	1.17%	22
2022 Q4	$1.45M	Buy	+17,568	New	+$1.46M	1.31%	19
2021 Q4	$1.64M	Buy	+14,128	New	+$1.54M	1.51%	17

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's VNQ Position: Q4 2024 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 3,131 shares — an estimated $305K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VNQ in Q4 2021 and held it in 6 quarters. The position peaked at $1.64M in Q4 2021. 1,737 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Keeler & Nadler Financial Planning & Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Keeler & Nadler Financial Planning & Wealth Management sold 3,131 Vanguard Real Estate ETF shares in Q4 2024, an estimated $305K.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 6 quarters.
Keeler & Nadler Financial Planning & Wealth Management's Vanguard Real Estate ETF position peaked at $1.64M in Q4 2021.
1,737 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.