Leelyn Smith’s Vanguard Real Estate ETF VNQ Stock Holding History

Leelyn Smith’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	-40	Closed	-$3.3K	–	427
2022 Q4	$3.3K	Sell	40 -12	-23%	-$995	﹤0.01%	390
2022 Q3	$4K	Buy	52 +4	+8%	+$374	﹤0.01%	390
2022 Q2	$4K	Sell	48 -127	-73%	-$12.7K	﹤0.01%	339
2022 Q1	$19K	Buy	175 +4	+2%	+$423	0.01%	249
2021 Q4	$20K	Sell	171 -3	-2%	-$328	0.01%	247
2021 Q3	$18K	Sell	174 -1	-0.6%	-$106	0.01%	243
2021 Q2	$18K	Sell	175 -1	-0.6%	-$99	0.01%	242
2021 Q1	$16K	Hold	176	–	–	﹤0.01%	259
2020 Q4	$15K	Buy	176 +12	+7%	+$995	﹤0.01%	251
2020 Q3	$13K	Sell	164 -3	-2%	-$241	﹤0.01%	249
2020 Q2	$13K	Buy	167 +2	+1%	+$152	0.01%	299
2020 Q1	$12K	Sell	165 -336	-67%	-$29.5K	0.01%	233
2019 Q4	$46	Buy	+501	New	+$46.4K	0.02%	193

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

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

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

Leelyn Smith's VNQ Position: Q1 2023 in Review

Leelyn Smith sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 40 shares — an estimated $3.3K sold.

Leelyn Smith first reported a position in VNQ in Q4 2019 and held it in 13 quarters. The position peaked at $20K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Leelyn Smith reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 40 Vanguard Real Estate ETF shares in Q1 2023, an estimated $3.3K.
Leelyn Smith first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Vanguard Real Estate ETF position peaked at $20K in Q4 2021.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.