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

MTM 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 Q1	–	Sell	-2,480	Closed	-$219K	–	69
2023 Q4	$219K	Sell	2,480 -4,704	-65%	-$373K	0.16%	53
2023 Q3	$544K	Sell	7,184 -4,834	-40%	-$399K	0.45%	30
2023 Q2	$1M	Sell	12,018 -6,684	-36%	-$548K	0.85%	24
2023 Q1	$1.55M	Sell	18,702 -309	-2%	-$26.6K	1.37%	20
2022 Q4	$1.57M	Sell	19,011 -1,036	-5%	-$85.9K	1.37%	22
2022 Q3	$1.61M	Sell	20,047 -719	-3%	-$67.2K	1.45%	19
2022 Q2	$1.89M	Sell	20,766 -652	-3%	-$65K	1.66%	15
2022 Q1	$2.32M	Buy	+21,418	New	+$2.27M	2.43%	10

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

MTM Financial Group's VNQ Position: Q1 2024 in Review

MTM Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 2,480 shares — an estimated $219K sold.

MTM Financial Group first reported a position in VNQ in Q1 2022 and held it in 8 quarters. The position peaked at $2.32M in Q1 2022. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

MTM Financial Group reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
MTM Financial Group sold 2,480 Vanguard Real Estate ETF shares in Q1 2024, an estimated $219K.
MTM Financial Group first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 8 quarters.
MTM Financial Group's Vanguard Real Estate ETF position peaked at $2.32M in Q1 2022.
1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on MTM Financial Group's 13F filing for Q1 2024, filed 23 Jun 2026.