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

Marion 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
2023 Q4	–	Sell	-8,035	Closed	-$608K	–	130
2023 Q3	$608K	Buy	8,035 +324	+4%	+$26.7K	0.21%	77
2023 Q2	$644K	Buy	7,711 +246	+3%	+$20.2K	0.23%	72
2023 Q1	$620K	Buy	7,465 +726	+11%	+$62.4K	0.23%	75
2022 Q4	$556K	Buy	6,739 +77	+1%	+$6.38K	0.23%	74
2022 Q3	$534K	Sell	6,662 -308	-4%	-$28.8K	0.27%	71
2022 Q2	$635K	Buy	6,970 +1,569	+29%	+$156K	0.33%	68
2022 Q1	$585K	Buy	5,401 +15	+0.3%	+$1.59K	0.29%	74
2021 Q4	$625K	Buy	+5,386	New	+$588K	0.3%	73

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Marion Wealth Management's VNQ Position: Q4 2023 in Review

Marion Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 8,035 shares — an estimated $608K sold.

Marion Wealth Management first reported a position in VNQ in Q4 2021 and held it in 8 quarters. The position peaked at $644K in Q2 2023. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Marion Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Marion Wealth Management sold 8,035 Vanguard Real Estate ETF shares in Q4 2023, an estimated $608K.
Marion Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 8 quarters.
Marion Wealth Management's Vanguard Real Estate ETF position peaked at $644K in Q2 2023.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Marion Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.