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

Monumental 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
2023
Q2 		– Sell
-254
Closed -$21K – 83
2023
Q1 		$21K Buy
+254
New +$21.8K 0.02% 68
2022
Q2 		– Sell
-254
Closed -$28K – 64
2022
Q1 		$28K Buy
+254
New +$26.9K 0.02% 38

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Monumental Financial Group's VNQ Position: Q2 2023 in Review

Monumental Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 254 shares — an estimated $21K sold.

Monumental Financial Group first reported a position in VNQ in Q1 2022 and held it in 2 quarters. The position peaked at $28K in Q1 2022. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Monumental Financial Group reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 254 Vanguard Real Estate ETF shares in Q2 2023, an estimated $21K.
  • Monumental Financial Group first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 2 quarters.
  • Monumental Financial Group's Vanguard Real Estate ETF position peaked at $28K in Q1 2022.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.