Mirabella Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Mirabella Financial 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
2023 Q1	–	Sell	-299,348	Closed	-$24.7M	–	605
2022 Q4	$24.7M	Sell	299,348 -94,181	-24%	-$7.81M	2.21%	6
2022 Q3	$31.2M	Buy	393,529 +263,812	+203%	+$24.7M	3.24%	6
2022 Q2	$11.8M	Buy	129,717 +106,894	+468%	+$10.7M	1.16%	8
2022 Q1	$2.5M	Sell	22,823 -20,629	-47%	-$2.18M	0.28%	66
2021 Q4	$5.04M	Buy	43,452 +40,493	+1,368%	+$4.42M	0.51%	48
2021 Q3	$301K	Buy	+2,959	New	+$314K	0.04%	315

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirabella Financial Services's VNQ Position: Q1 2023 in Review

Mirabella Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 299,348 shares — an estimated $24.7M sold.

Mirabella Financial Services first reported a position in VNQ in Q3 2021 and held it in 6 quarters. The position peaked at $31.2M in Q3 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Mirabella Financial Services reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Mirabella Financial Services sold 299,348 Vanguard Real Estate ETF shares in Q1 2023, an estimated $24.7M.
Mirabella Financial Services first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 6 quarters.
Mirabella Financial Services's Vanguard Real Estate ETF position peaked at $31.2M in Q3 2022.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Mirabella Financial Services's 13F filing for Q1 2023, filed 12 May 2023.