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Mendota Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Mendota Financial Group’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
Q2 		– Sell
-41
Closed -$3.55K – 407
2024
Q1 		$3.55K Hold
41
– – ﹤0.01% 271
2023
Q4 		$3.62K Hold
41
– – ﹤0.01% 305
2023
Q3 		$3.1K Hold
41
– – ﹤0.01% 237
2023
Q2 		$3.43K Hold
41
– – ﹤0.01% 233
2023
Q1 		$4.44K Hold
41
– – ﹤0.01% 257
2022
Q4 		$3.38K Buy
+41
New +$3.4K ﹤0.01% 250

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Creative Planning
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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Mendota Financial Group's VNQ Position: Q2 2024 in Review

Mendota Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 41 shares — an estimated $3.55K sold.

Mendota Financial Group first reported a position in VNQ in Q4 2022 and held it in 6 quarters. The position peaked at $4.44K in Q1 2023. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Mendota Financial Group reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Mendota Financial Group sold 41 Vanguard Real Estate ETF shares in Q2 2024, an estimated $3.55K.
  • Mendota Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 6 quarters.
  • Mendota Financial Group's Vanguard Real Estate ETF position peaked at $4.44K in Q1 2023.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Mendota Financial Group's 13F filing for Q2 2024, filed 11 Jul 2024.