Lumature Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Lumature Wealth Partners’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 Q2	$232K	Buy	2,775 +258	+10%	+$21.1K	0.14%	145
2023 Q1	$209K	Buy	2,517 +11	+0.4%	+$945	0.12%	153
2022 Q4	$207K	Sell	2,506 -380	-13%	-$31.5K	0.12%	148
2022 Q3	$231K	Sell	2,886 -15	-0.5%	-$1.4K	0.12%	129
2022 Q2	$264K	Sell	2,901 -152	-5%	-$15.2K	0.12%	124
2022 Q1	$331K	Sell	3,053 -242	-7%	-$25.6K	0.13%	113
2021 Q4	$382K	Sell	3,295 -120	-4%	-$13.1K	0.15%	113
2021 Q3	$348K	Buy	3,415 +92	+3%	+$9.76K	0.14%	111
2021 Q2	$338K	Sell	3,323 -331	-9%	-$32.8K	0.14%	106
2021 Q1	$336K	Sell	3,654 -112	-3%	-$9.84K	0.18%	100
2020 Q4	$320K	Buy	+3,766	New	+$312K	0.3%	97

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Lumature Wealth Partners's VNQ Position: Q2 2023 in Review

Lumature Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 10% in Q2 2023, buying an estimated $21.1K and bringing the position to 2,775 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #145.

Lumature Wealth Partners first reported a position in VNQ in Q4 2020 and has held it in 11 quarters since. The position peaked at $382K in Q4 2021. 1,552 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Lumature Wealth Partners held 2,775 shares of Vanguard Real Estate ETF worth $232K as of Q2 2023.
Lumature Wealth Partners bought 258 Vanguard Real Estate ETF shares in Q2 2023, an estimated $21.1K.
Vanguard Real Estate ETF made up 0.14% of Lumature Wealth Partners's portfolio in Q2 2023, its #145 holding.
Lumature Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Vanguard Real Estate ETF position peaked at $382K in Q4 2021.
1,552 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.