Lee Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Lee Financial’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 Q1	–	Sell	-5,288	Closed	-$467K	–	800
2023 Q4	$467K	Buy	+5,288	New	+$419K	0.08%	98
2023 Q2	–	Sell	-9	Closed	-$748	–	836
2023 Q1	$748	Buy	+9	New	+$773	﹤0.01%	745
2021 Q2	–	Sell	-8	Closed	-$1K	–	699
2021 Q1	$1K	Sell	8 -180	-96%	-$15.8K	﹤0.01%	479
2020 Q4	$16K	Buy	188 +8	+4%	+$663	﹤0.01%	320
2020 Q3	$14K	Hold	180	–	–	﹤0.01%	356
2020 Q2	$14K	Hold	180	–	–	﹤0.01%	325
2020 Q1	$13K	Hold	180	–	–	﹤0.01%	268
2019 Q4	$17K	Sell	180 -115	-39%	-$10.6K	﹤0.01%	273
2019 Q3	$28K	Hold	295	–	–	0.01%	230
2019 Q2	$26K	Hold	295	–	–	0.01%	245
2019 Q1	$26K	Buy	+295	New	+$24.4K	0.01%	234
2018 Q3	–	Sell	-884	Closed	-$72K	–	725
2018 Q2	$72K	Sell	884 -1,479	-63%	-$115K	0.02%	234
2018 Q1	$178K	Sell	2,363 -2,329	-50%	-$178K	0.05%	163
2017 Q4	$389K	Buy	4,692 +2,346	+100%	+$197K	0.11%	89
2017 Q3	$195K	Hold	2,346	–	–	0.06%	112
2017 Q2	$195K	Buy	+2,346	New	+$196K	0.07%	114

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lee Financial's VNQ Position: Q1 2024 in Review

Lee Financial sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 5,288 shares — an estimated $467K sold.

Lee Financial first reported a position in VNQ in Q2 2017 and held it in 16 quarters. The position peaked at $467K in Q4 2023. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

Lee Financial reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 5,288 Vanguard Real Estate ETF shares in Q1 2024, an estimated $467K.
Lee Financial first reported a position in Vanguard Real Estate ETF in Q2 2017 and held it in 16 quarters.
Lee Financial's Vanguard Real Estate ETF position peaked at $467K in Q4 2023.
1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.