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Moss Adams Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Moss Adams Wealth Advisors’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
-996
Closed -$76.1K – 172
2023
Q3 		$76.1K Buy
996
+302
+44% +$24.9K 0.03% 111
2023
Q2 		$58.6K Hold
694
– – 0.02% 105
2023
Q1 		$57.6K Sell
694
-7,599
-92% -$653K 0.02% 109
2022
Q4 		$684K Buy
+8,293
New +$688K 0.34% 46

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

Moss Adams Wealth Advisors's VNQ Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 996 shares — an estimated $76.1K sold.

Moss Adams Wealth Advisors first reported a position in VNQ in Q4 2022 and held it in 4 quarters. The position peaked at $684K in Q4 2022. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Moss Adams Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 996 Vanguard Real Estate ETF shares in Q4 2023, an estimated $76.1K.
  • Moss Adams Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Moss Adams Wealth Advisors's Vanguard Real Estate ETF position peaked at $684K in Q4 2022.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.