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Koss-Olinger Consulting’s Vanguard Real Estate ETF VNQ Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-2,475
Closed -$204K – 271
2022
Q4 		$204K Buy
+2,475
New +$205K 0.03% 212
2022
Q2 		– Sell
-2,039
Closed -$221K – 210
2022
Q1 		$221K Buy
2,039
+77
+4% +$8.15K 0.04% 173
2021
Q4 		$228K Buy
+1,962
New +$214K 0.04% 172

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Koss-Olinger Consulting's VNQ Position: Q1 2023 in Review

Koss-Olinger Consulting sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 2,475 shares — an estimated $204K sold.

Koss-Olinger Consulting first reported a position in VNQ in Q4 2021 and held it in 3 quarters. The position peaked at $228K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Koss-Olinger Consulting reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,475 Vanguard Real Estate ETF shares in Q1 2023, an estimated $204K.
  • Koss-Olinger Consulting first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 3 quarters.
  • Koss-Olinger Consulting's Vanguard Real Estate ETF position peaked at $228K in Q4 2021.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Koss-Olinger Consulting's 13F filing for Q1 2023, filed 12 May 2023.