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McKinley Carter Wealth Services’s Vanguard Real Estate ETF VNQ Stock Holding History

McKinley Carter Wealth Services’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
-2,393
Closed -$233K – 305
2024
Q3 		$233K Sell
2,393
-870
-27% -$80.1K 0.01% 286
2024
Q2 		$273K Sell
3,263
-97
-3% -$8.01K 0.02% 268
2024
Q1 		$291K Sell
3,360
-938
-22% -$80.1K 0.02% 259
2023
Q4 		$380K Sell
4,298
-3,057
-42% -$242K 0.03% 229
2023
Q3 		$556K Sell
7,355
-2,036
-22% -$168K 0.04% 192
2023
Q2 		$785K Sell
9,391
-3,173
-25% -$260K 0.06% 169
2023
Q1 		$1.04M Sell
12,564
-2,077
-14% -$178K 0.08% 140
2022
Q4 		$1.21M Sell
14,641
-1,885
-11% -$156K 0.1% 131
2022
Q3 		$1.32M Sell
16,526
-715
-4% -$66.9K 0.12% 114
2022
Q2 		$1.57M Sell
17,241
-3,364
-16% -$335K 0.14% 108
2022
Q1 		$2.23M Sell
20,605
-2,462
-11% -$261K 0.17% 94
2021
Q4 		$2.68M Sell
23,067
-5,952
-21% -$650K 0.2% 86
2021
Q3 		$2.95M Sell
29,019
-2,666
-8% -$283K 0.24% 81
2021
Q2 		$3.23M Sell
31,685
-4,630
-13% -$459K 0.27% 78
2021
Q1 		$3.34M Sell
36,315
-1,713
-5% -$151K 0.29% 77
2020
Q4 		$3.23M Buy
+38,028
New +$3.15M 0.42% 67
2020
Q3 		– Sell
-14,029
Closed -$1.1M – 147
2020
Q2 		$1.1M Sell
14,029
-7,961
-36% -$604K 0.27% 66
2020
Q1 		$1.54M Sell
21,990
-854
-4% -$75K 0.46% 49
2019
Q4 		$2.12M Buy
22,844
+148
+0.7% +$13.7K 0.5% 48
2019
Q3 		$2.12M Buy
+22,696
New +$2.06M 0.54% 46
2018
Q2 		– Sell
-1,700
Closed -$128K – 376
2018
Q1 		$128K Buy
+1,700
New +$130K 0.04% 195

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

McKinley Carter Wealth Services's VNQ Position: Q4 2024 in Review

McKinley Carter Wealth Services sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,393 shares — an estimated $233K sold.

McKinley Carter Wealth Services first reported a position in VNQ in Q1 2018 and held it in 21 quarters. The position peaked at $3.34M in Q1 2021. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • McKinley Carter Wealth Services reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,393 Vanguard Real Estate ETF shares in Q4 2024, an estimated $233K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 21 quarters.
  • McKinley Carter Wealth Services's Vanguard Real Estate ETF position peaked at $3.34M in Q1 2021.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2024, filed 23 Jan 2025.