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LJI Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

LJI Wealth Management’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
Q4 		– Sell
-2,619
Closed -$255K – 200
2024
Q3 		$255K Sell
2,619
-100
-4% -$9.21K 0.05% 166
2024
Q2 		$228K Buy
2,719
+142
+6% +$11.7K 0.05% 164
2024
Q1 		$223K Buy
2,577
+64
+3% +$5.47K 0.06% 134
2023
Q4 		$222K Buy
+2,513
New +$199K 0.06% 151
2023
Q3 		– Sell
-2,410
Closed -$201K – 188
2023
Q2 		$201K Buy
+2,410
New +$197K 0.06% 150
2023
Q1 		– Sell
-3,035
Closed -$250K – 170
2022
Q4 		$250K Buy
+3,035
New +$252K 0.09% 117

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LJI Wealth Management's VNQ Position: Q4 2024 in Review

LJI Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,619 shares — an estimated $255K sold.

LJI Wealth Management first reported a position in VNQ in Q4 2022 and held it in 6 quarters. The position peaked at $255K in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • LJI Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • LJI Wealth Management sold 2,619 Vanguard Real Estate ETF shares in Q4 2024, an estimated $255K.
  • LJI Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 6 quarters.
  • LJI Wealth Management's Vanguard Real Estate ETF position peaked at $255K in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on LJI Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.