Narus Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Narus Financial Partners’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	-9,369	Closed	-$709K	–	140
2023 Q3	$709K	Sell	9,369 -605	-6%	-$49.9K	0.36%	51
2023 Q2	$833K	Sell	9,974 -1,262	-11%	-$103K	0.43%	44
2023 Q1	$933K	Buy	11,236 +533	+5%	+$45.8K	0.51%	37
2022 Q4	$883K	Buy	10,703 +2,857	+36%	+$237K	0.51%	36
2022 Q3	$629K	Buy	7,846 +247	+3%	+$23.1K	0.4%	45
2022 Q2	$692K	Buy	+7,599	New	+$757K	0.44%	42
2021 Q1	$205K	Buy	+2,230	New	+$196K	0.12%	104
2019 Q4	$241K	Buy	+2,599	New	+$241K	0.17%	66
2017 Q3	$493K	Sell	5,933 -57	-1%	-$4.76K	0.43%	35
2017 Q2	$499K	Sell	5,990 -15	-0.2%	-$1.25K	0.46%	31
2017 Q1	$496K	Sell	6,005 -152	-2%	-$12.6K	0.48%	31
2016 Q4	$508K	Buy	+6,157	New	+$501K	0.54%	28

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Narus Financial Partners's VNQ Position: Q4 2023 in Review

Narus Financial Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 9,369 shares — an estimated $709K sold.

Narus Financial Partners first reported a position in VNQ in Q4 2016 and held it in 12 quarters. The position peaked at $933K in Q1 2023. 1,672 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Narus Financial Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Narus Financial Partners sold 9,369 Vanguard Real Estate ETF shares in Q4 2023, an estimated $709K.
Narus Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 12 quarters.
Narus Financial Partners's Vanguard Real Estate ETF position peaked at $933K in Q1 2023.
1,672 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Narus Financial Partners's 13F filing for Q4 2023, filed 25 Jan 2024.