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New England Guild Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

New England Guild 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
2022
Q4 		$792K Buy
9,599
+772
+9% +$64K 0.42% 39
2022
Q3 		$708K Buy
8,827
+17
+0.2% +$1.59K 0.43% 39
2022
Q2 		$803K Buy
8,810
+452
+5% +$45.1K 0.5% 40
2022
Q1 		$906K Buy
8,358
+807
+11% +$85.4K 0.48% 40
2021
Q4 		$876K Sell
7,551
-121
-2% -$13.2K 0.44% 41
2021
Q3 		$781K Buy
7,672
+1,063
+16% +$113K 0.41% 40
2021
Q2 		$673K Buy
6,609
+259
+4% +$25.7K 0.37% 41
2021
Q1 		$583K Sell
6,350
-390
-6% -$34.3K 0.33% 40
2020
Q4 		$572K Sell
6,740
-2,050
-23% -$170K 0.34% 40
2020
Q3 		$694K Sell
8,790
-2,139
-20% -$172K 0.48% 35
2020
Q2 		$858K Sell
10,929
-2,234
-17% -$169K 0.63% 32
2020
Q1 		$919K Sell
13,163
-18,398
-58% -$1.62M 0.83% 29
2019
Q4 		$2.93M Sell
31,561
-5,088
-14% -$471K 2.1% 18
2019
Q3 		$3.42M Buy
36,649
+68
+0.2% +$6.17K 2.45% 17
2019
Q2 		$3.2M Buy
36,581
+66
+0.2% +$5.78K 2.37% 16
2019
Q1 		$3.17M Buy
36,515
+725
+2% +$59.9K 2.4% 15
2018
Q4 		$2.67M Buy
35,790
+30,435
+568% +$2.4M 2.24% 16
2018
Q3 		$432K Buy
5,355
+313
+6% +$25.8K 0.39% 32
2018
Q2 		$411K Sell
5,042
-366
-7% -$28.4K 0.38% 30
2018
Q1 		$408K Sell
5,408
-605
-10% -$46.3K 0.39% 30
2017
Q4 		$499K Buy
+6,013
New +$504K 0.48% 28

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

New England Guild Wealth Advisors's VNQ Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 8.7% in Q4 2022, buying an estimated $64K and bringing the position to 9,599 shares worth $792K. The position accounts for 0.42% of the portfolio, ranked #39.

New England Guild Wealth Advisors first reported a position in VNQ in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.42M in Q3 2019. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • New England Guild Wealth Advisors held 9,599 shares of Vanguard Real Estate ETF worth $792K as of Q4 2022.
  • New England Guild Wealth Advisors bought 772 Vanguard Real Estate ETF shares in Q4 2022, an estimated $64K.
  • Vanguard Real Estate ETF made up 0.42% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #39 holding.
  • New England Guild Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 21 quarters since.
  • New England Guild Wealth Advisors's Vanguard Real Estate ETF position peaked at $3.42M in Q3 2019.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.