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

Kiely Wealth 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
Q4 		$8.43K Hold
92
– – 0.01% 209
2024
Q3 		$8.69K Hold
92
– – 0.01% 210
2024
Q2 		$8.33K Hold
92
– – ﹤0.01% 197
2024
Q1 		$7.44K Hold
92
– – ﹤0.01% 186
2023
Q4 		$7.84K Buy
+92
New +$7.29K ﹤0.01% 184

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kiely Wealth Advisory Group's VNQ Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2024 at 92 shares worth $8.43K. The position accounts for 0.01% of the portfolio, ranked #209.

Kiely Wealth Advisory Group first reported a position in VNQ in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.69K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Kiely Wealth Advisory Group held 92 shares of Vanguard Real Estate ETF worth $8.43K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vanguard Real Estate ETF share count unchanged in Q4 2024.
  • Vanguard Real Estate ETF made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #209 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Vanguard Real Estate ETF position peaked at $8.69K in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.