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Laird Norton Wetherby Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Laird Norton Wetherby 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
Q2 		– Sell
-2,503
Closed -$216K – 982
2024
Q1 		$216K Sell
2,503
-982
-28% -$83.9K 0.01% 859
2023
Q4 		$308K Buy
+3,485
New +$276K 0.02% 716
2023
Q3 		– Sell
-6,815
Closed -$569K – 979
2023
Q2 		$569K Buy
6,815
+2,983
+78% +$244K 0.03% 486
2023
Q1 		$318K Sell
3,832
-1,488
-28% -$128K 0.02% 679
2022
Q4 		$439K Sell
5,320
-650
-11% -$53.9K 0.03% 562
2022
Q3 		$479K Buy
+5,970
New +$558K 0.03% 510
2022
Q1 		– Sell
-3,002
Closed -$348K – 977
2021
Q4 		$348K Sell
3,002
-608
-17% -$66.4K 0.02% 668
2021
Q3 		$367K Buy
+3,610
New +$383K 0.02% 625
2020
Q2 		– Sell
-19,869
Closed -$1.39M – 753
2020
Q1 		$1.39M Buy
19,869
+17,500
+739% +$1.54M 0.16% 128
2019
Q4 		$220K Sell
2,369
-20,175
-89% -$1.87M 0.02% 638
2019
Q3 		$2.1M Buy
22,544
+20,091
+819% +$1.82M 0.22% 108
2019
Q2 		$214K Hold
2,453
– – 0.02% 630
2019
Q1 		$213K Buy
+2,453
New +$203K 0.03% 603
2018
Q1 		– Sell
-1,143
Closed -$95K – 689
2017
Q4 		$95K Hold
1,143
– – 0.01% 632
2017
Q3 		$95K Buy
+1,143
New +$95.5K 0.01% 606
2015
Q3 		– Sell
-1,850
Closed -$138K – 496
2015
Q2 		$138K Buy
+1,850
New +$148K 0.03% 452

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's VNQ Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 2,503 shares — an estimated $216K sold.

Laird Norton Wetherby Wealth Management first reported a position in VNQ in Q2 2015 and held it in 16 quarters. The position peaked at $2.1M in Q3 2019. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Laird Norton Wetherby Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 2,503 Vanguard Real Estate ETF shares in Q2 2024, an estimated $216K.
  • Laird Norton Wetherby Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2015 and held it in 16 quarters.
  • Laird Norton Wetherby Wealth Management's Vanguard Real Estate ETF position peaked at $2.1M in Q3 2019.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.