Laurel Wealth Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Laurel Wealth Planning’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	-11,765	Closed	-$985K	–	57
2024 Q2	$985K	Buy	11,765 +653	+6%	+$53.9K	0.69%	31
2024 Q1	$961K	Buy	11,112 +1,331	+14%	+$114K	0.64%	34
2023 Q4	$864K	Buy	9,781 +137	+1%	+$10.9K	0.61%	34
2023 Q3	$730K	Buy	9,644 +433	+5%	+$35.7K	0.57%	36
2023 Q2	$770K	Buy	9,211 +362	+4%	+$29.7K	0.55%	39
2023 Q1	$735K	Buy	8,849 +443	+5%	+$38.1K	0.49%	42
2022 Q4	$693K	Buy	8,406 +1,095	+15%	+$90.8K	0.45%	41
2022 Q3	$586K	Sell	7,311 -430	-6%	-$40.2K	0.43%	42
2022 Q2	$705K	Buy	7,741 +447	+6%	+$44.6K	0.5%	41
2022 Q1	$790K	Buy	7,294 +2,567	+54%	+$272K	0.53%	40
2021 Q4	$548K	Buy	4,727 +4,593	+3,428%	+$502K	0.42%	45
2021 Q3	$14K	Buy	+134	New	+$14.2K	0.01%	127

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Laurel Wealth Planning's VNQ Position: Q3 2024 in Review

Laurel Wealth Planning sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 11,765 shares — an estimated $985K sold.

Laurel Wealth Planning first reported a position in VNQ in Q3 2021 and held it in 12 quarters. The position peaked at $985K in Q2 2024. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

Laurel Wealth Planning reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Planning sold 11,765 Vanguard Real Estate ETF shares in Q3 2024, an estimated $985K.
Laurel Wealth Planning first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 12 quarters.
Laurel Wealth Planning's Vanguard Real Estate ETF position peaked at $985K in Q2 2024.
1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Laurel Wealth Planning's 13F filing for Q3 2024, filed 28 Oct 2024.