Mark Sheptoff Financial Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-44	Closed	-$3.65K	–	405
2023 Q1	$3.65K	Hold	44	–	–	﹤0.01%	320
2022 Q4	$3.63K	Hold	44	–	–	﹤0.01%	324
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	306
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	314
2022 Q1	$5K	Hold	44	–	–	﹤0.01%	345
2021 Q4	$5K	Buy	+44	New	+$4.81K	﹤0.01%	367
2020 Q3	–	Sell	-874	Closed	-$69K	–	367
2020 Q2	$69K	Hold	874	–	–	0.04%	133
2020 Q1	$61K	Hold	874	–	–	0.05%	126
2019 Q4	$81K	Hold	874	–	–	0.05%	123
2019 Q3	$82K	Hold	874	–	–	0.06%	123
2019 Q2	$76K	Hold	874	–	–	0.05%	133
2019 Q1	$76K	Hold	874	–	–	0.05%	129
2018 Q4	$65K	Hold	874	–	–	0.05%	123
2018 Q3	$71K	Hold	874	–	–	0.05%	144
2018 Q2	$71K	Hold	874	–	–	0.05%	139
2018 Q1	$66K	Hold	874	–	–	0.05%	147
2017 Q4	$73K	Hold	874	–	–	0.05%	158
2017 Q3	$73K	Sell	874 -34	-4%	-$2.84K	0.05%	161
2017 Q2	$76K	Sell	908 -1	-0.1%	-$83	0.05%	155
2017 Q1	$75K	Buy	909 +1	+0.1%	+$83	0.05%	156
2016 Q4	$75K	Buy	908 +139	+18%	+$11.3K	0.06%	149
2016 Q3	$67K	Buy	769 +34	+5%	+$3.03K	0.05%	151
2016 Q2	$65K	Hold	735	–	–	0.05%	143
2016 Q1	$62K	Hold	735	–	–	0.05%	140
2015 Q4	$59K	Hold	735	–	–	0.05%	158
2015 Q3	$56K	Buy	+735	New	+$56.5K	0.05%	152

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

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

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

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

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

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

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

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

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

Mark Sheptoff Financial Planning's VNQ Position: Q2 2023 in Review

Mark Sheptoff Financial Planning sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 44 shares — an estimated $3.65K sold.

Mark Sheptoff Financial Planning first reported a position in VNQ in Q3 2015 and held it in 26 quarters. The position peaked at $82K in Q3 2019. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Mark Sheptoff Financial Planning reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 44 Vanguard Real Estate ETF shares in Q2 2023, an estimated $3.65K.
Mark Sheptoff Financial Planning first reported a position in Vanguard Real Estate ETF in Q3 2015 and held it in 26 quarters.
Mark Sheptoff Financial Planning's Vanguard Real Estate ETF position peaked at $82K in Q3 2019.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.