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Moneywise Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

Moneywise Inc’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
-4,801
Closed -$363K – 56
2023
Q3 		$363K Buy
4,801
+426
+10% +$35.1K 0.23% 37
2023
Q2 		$366K Sell
4,375
-301
-6% -$24.7K 0.23% 36
2023
Q1 		$388K Buy
4,676
+71
+2% +$6.1K 0.25% 35
2022
Q4 		$380K Buy
4,605
+197
+4% +$16.3K 0.28% 31
2022
Q3 		$353K Buy
4,408
+197
+5% +$18.4K 0.29% 35
2022
Q2 		$384K Sell
4,211
-39
-0.9% -$3.89K 0.3% 33
2022
Q1 		$461K Sell
4,250
-82
-2% -$8.68K 0.3% 31
2021
Q4 		$503K Sell
4,332
-10
-0.2% -$1.09K 0.32% 31
2021
Q3 		$442K Buy
4,342
+251
+6% +$26.6K 0.29% 31
2021
Q2 		$416K Sell
4,091
-117
-3% -$11.6K 0.28% 35
2021
Q1 		$387K Sell
4,208
-150
-3% -$13.2K 0.26% 36
2020
Q4 		$370K Buy
4,358
+148
+4% +$12.3K 0.26% 36
2020
Q3 		$332K Buy
4,210
+141
+3% +$11.3K 0.26% 36
2020
Q2 		$320K Buy
+4,069
New +$308K 0.26% 34
2020
Q1 		– Sell
-2,919
Closed -$272K – 47
2019
Q4 		$272K Sell
2,919
-181
-6% -$16.8K 0.2% 30
2019
Q3 		$289K Sell
3,100
-14
-0.4% -$1.27K 0.23% 29
2019
Q2 		$272K Buy
+3,114
New +$273K 0.21% 31
2019
Q1 		– Sell
-2,978
Closed -$222K – 41
2018
Q4 		$222K Buy
2,978
+102
+4% +$8.04K 0.21% 33
2018
Q3 		$232K Buy
2,876
+146
+5% +$12K 0.2% 36
2018
Q2 		$222K Buy
+2,730
New +$212K 0.19% 37
2018
Q1 		– Sell
-2,498
Closed -$207K – 40
2017
Q4 		$207K Buy
+2,498
New +$209K 0.15% 37

Other funds holding VNQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Moneywise Inc's VNQ Position: Q4 2023 in Review

Moneywise Inc sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 4,801 shares — an estimated $363K sold.

Moneywise Inc first reported a position in VNQ in Q4 2017 and held it in 21 quarters. The position peaked at $503K in Q4 2021. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Moneywise Inc reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Moneywise Inc sold 4,801 Vanguard Real Estate ETF shares in Q4 2023, an estimated $363K.
  • Moneywise Inc first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 21 quarters.
  • Moneywise Inc's Vanguard Real Estate ETF position peaked at $503K in Q4 2021.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Moneywise Inc's 13F filing for Q4 2023, filed 29 Jan 2024.