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Kistler-Tiffany Companies’s Vanguard Real Estate ETF VNQ Stock Holding History

Kistler-Tiffany Companies’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
Q2 		$269K Buy
3,215
+264
+9% +$21.6K 0.04% 290
2023
Q1 		$245K Sell
2,951
-301
-9% -$25.9K 0.05% 265
2022
Q4 		$268K Sell
3,252
-80
-2% -$6.63K 0.06% 210
2022
Q3 		$267K Sell
3,332
-191
-5% -$17.9K 0.06% 173
2022
Q2 		$321K Buy
3,523
+347
+11% +$34.6K 0.07% 161
2022
Q1 		$344K Buy
3,176
+706
+29% +$74.7K 0.07% 166
2021
Q4 		$287K Hold
2,470
– – 0.06% 169
2021
Q3 		$251K Sell
2,470
-280
-10% -$29.7K 0.06% 168
2021
Q2 		$280K Hold
2,750
– – 0.06% 159
2021
Q1 		$253K Sell
2,750
-48
-2% -$4.22K 0.07% 154
2020
Q4 		$238K Buy
2,798
+122
+5% +$10.1K 0.07% 151
2020
Q3 		$211K Sell
2,676
-138
-5% -$11.1K 0.07% 140
2020
Q2 		$221K Sell
2,814
-1,100
-28% -$83.4K 0.08% 126
2020
Q1 		$363K Hold
3,914
– – 0.13% 95
2019
Q4 		$363K Hold
3,914
– – 0.13% 97
2019
Q3 		$365K Sell
3,914
-63
-2% -$5.72K 0.14% 92
2019
Q2 		$348K Sell
3,977
-619
-13% -$54.2K 0.13% 98
2019
Q1 		$399K Sell
4,596
-442
-9% -$36.5K 0.17% 83
2018
Q4 		$376K Sell
5,038
-647
-11% -$51K 0.17% 82
2018
Q3 		$459K Sell
5,685
-994
-15% -$81.9K 0.19% 81
2018
Q2 		$544K Sell
6,679
-1,997
-23% -$155K 0.24% 73
2018
Q1 		$655K Sell
8,676
-1,757
-17% -$134K 0.27% 69
2017
Q4 		$866K Sell
10,433
-3
-0% -$251 0.34% 58
2017
Q3 		$867K Sell
10,436
-251
-2% -$21K 0.36% 52
2017
Q2 		$890K Sell
10,687
-619
-5% -$51.6K 0.41% 44
2017
Q1 		$934K Sell
11,306
-444
-4% -$36.8K 0.44% 43
2016
Q4 		$970K Sell
11,750
-510
-4% -$41.5K 0.48% 40
2016
Q3 		$1.06M Sell
12,260
-802
-6% -$71.5K 0.52% 37
2016
Q2 		$1.16M Sell
13,062
-269
-2% -$22.6K 0.59% 36
2016
Q1 		$1.12M Sell
13,331
-157
-1% -$12.2K 0.62% 35
2015
Q4 		$1.08M Sell
13,488
-437
-3% -$34.6K 0.6% 35
2015
Q3 		$1.06M Sell
13,925
-653
-4% -$50.2K 0.63% 32
2015
Q2 		$1.09M Sell
14,578
-475
-3% -$38K 0.65% 32
2015
Q1 		$1.27M Sell
15,053
-491
-3% -$41.7K 0.81% 27
2014
Q4 		$1.26M Sell
15,544
-539
-3% -$42.3K 0.82% 25
2014
Q3 		$1.16M Sell
16,083
-843
-5% -$63.6K 0.77% 30
2014
Q2 		$1.27M Buy
16,926
+291
+2% +$21.4K 0.92% 25
2014
Q1 		$1.18M Sell
16,635
-66
-0.4% -$4.52K 0.88% 27
2013
Q4 		$1.08M Sell
16,701
-722
-4% -$48.3K 0.81% 31
2013
Q3 		$1.15M Buy
17,423
+113
+0.7% +$7.68K 0.93% 25
2013
Q2 		$1.19M Buy
+17,310
New +$1.26M 1.02% 25

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kistler-Tiffany Companies's VNQ Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Vanguard Real Estate ETF (VNQ) stake by 8.9% in Q2 2023, buying an estimated $21.6K and bringing the position to 3,215 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #290.

Kistler-Tiffany Companies first reported a position in VNQ in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.27M in Q1 2015. 1,552 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Kistler-Tiffany Companies held 3,215 shares of Vanguard Real Estate ETF worth $269K as of Q2 2023.
  • Kistler-Tiffany Companies bought 264 Vanguard Real Estate ETF shares in Q2 2023, an estimated $21.6K.
  • Vanguard Real Estate ETF made up 0.04% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #290 holding.
  • Kistler-Tiffany Companies first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 41 quarters since.
  • Kistler-Tiffany Companies's Vanguard Real Estate ETF position peaked at $1.27M in Q1 2015.
  • 1,552 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.