MKA
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M. Kulyk & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

M. Kulyk & Associates’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
Q4 		– Sell
-2,748
Closed -$208K – 113
2023
Q3 		$208K Buy
+2,748
New +$227K 0.06% 92

Other funds holding VNQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

M. Kulyk & Associates's VNQ Position: Q4 2023 in Review

M. Kulyk & Associates sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 2,748 shares — an estimated $208K sold.

M. Kulyk & Associates first reported a position in VNQ in Q3 2023 and held it in 1 quarter. The position peaked at $208K in Q3 2023. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • M. Kulyk & Associates reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • M. Kulyk & Associates sold 2,748 Vanguard Real Estate ETF shares in Q4 2023, an estimated $208K.
  • M. Kulyk & Associates first reported a position in Vanguard Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • M. Kulyk & Associates's Vanguard Real Estate ETF position peaked at $208K in Q3 2023.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on M. Kulyk & Associates's 13F filing for Q4 2023, filed 8 Feb 2024.