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Koesten Hirschmann & Crabtree’s Vanguard Real Estate ETF VNQ Stock Holding History

Koesten Hirschmann & Crabtree’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
Q3 		– Sell
-640
Closed -$55.3K – 234
2024
Q2 		$55.3K Hold
640
– – 0.04% 79
2024
Q1 		$55.3K Sell
640
-11
-2% -$940 0.04% 79
2023
Q4 		$57.5K Buy
+651
New +$51.6K 0.04% 65
2023
Q1 		– Sell
-62
Closed -$5.11K – 258
2022
Q4 		$5.11K Buy
+62
New +$5.14K ﹤0.01% 117

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VNQ Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 640 shares — an estimated $55.3K sold.

Koesten Hirschmann & Crabtree first reported a position in VNQ in Q4 2022 and held it in 4 quarters. The position peaked at $57.5K in Q4 2023. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 640 Vanguard Real Estate ETF shares in Q3 2024, an estimated $55.3K.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Koesten Hirschmann & Crabtree's Vanguard Real Estate ETF position peaked at $57.5K in Q4 2023.
  • 1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.