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LexAurum Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

LexAurum Advisors’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
2022
Q3 		– Sell
-2,486
Closed -$226K – 261
2022
Q2 		$226K Buy
+2,486
New +$248K 0.08% 215
2021
Q3 		– Sell
-2,089
Closed -$213K – 290
2021
Q2 		$213K Buy
+2,089
New +$207K 0.06% 267
2020
Q4 		– Sell
-2,604
Closed -$206K – 247
2020
Q3 		$206K Sell
2,604
-11,426
-81% -$917K 0.08% 212
2020
Q2 		$1.1M Buy
14,030
+851
+6% +$64.5K 0.6% 34
2020
Q1 		$921K Sell
13,179
-100
-0.8% -$8.78K 0.64% 34
2019
Q4 		$1.23M Buy
13,279
+184
+1% +$17K 0.61% 37
2019
Q3 		$1.22M Sell
13,095
-80
-0.6% -$7.26K 0.72% 33
2019
Q2 		$1.15M Buy
13,175
+76
+0.6% +$6.65K 0.71% 42
2019
Q1 		$1.14M Buy
13,099
+557
+4% +$46K 0.75% 38
2018
Q4 		$935K Sell
12,542
-76
-0.6% -$5.99K 0.72% 39
2018
Q3 		$1.02M Sell
12,618
-1,138
-8% -$93.7K 0.71% 43
2018
Q2 		$1.12M Sell
13,756
-352
-2% -$27.3K 0.99% 26
2018
Q1 		$1.06M Buy
14,108
+204
+1% +$15.6K 0.9% 33
2017
Q4 		$1.09M Buy
+13,904
New +$1.17M 1.02% 28

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LexAurum Advisors's VNQ Position: Q3 2022 in Review

LexAurum Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 2,486 shares — an estimated $226K sold.

LexAurum Advisors first reported a position in VNQ in Q4 2017 and held it in 14 quarters. The position peaked at $1.23M in Q4 2019. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • LexAurum Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • LexAurum Advisors sold 2,486 Vanguard Real Estate ETF shares in Q3 2022, an estimated $226K.
  • LexAurum Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 14 quarters.
  • LexAurum Advisors's Vanguard Real Estate ETF position peaked at $1.23M in Q4 2019.
  • 1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on LexAurum Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.