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	–	839
2023 Q1	$748	Buy	+9	New	+$773	﹤0.01%	745
2021 Q2	–	Sell	-8	Closed	-$1K	–	700
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	–	727
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

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

Bank of America

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

Empower Advisory Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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