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New Potomac Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

New Potomac 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
-10,259
Closed -$776K – 87
2023
Q3 		$776K Sell
10,259
-854
-8% -$70.4K 0.53% 56
2023
Q2 		$929K Sell
11,113
-2,415
-18% -$198K 0.61% 55
2023
Q1 		$1.12M Sell
13,528
-341
-2% -$29.3K 0.78% 49
2022
Q4 		$1.14M Buy
13,869
+11,338
+448% +$940K 0.85% 46
2022
Q3 		$203K Sell
2,531
-67
-3% -$6.26K 0.17% 63
2022
Q2 		$237K Buy
2,598
+127
+5% +$12.7K 0.19% 60
2022
Q1 		$268K Buy
2,471
+82
+3% +$8.68K 0.19% 60
2021
Q4 		$277K Buy
2,389
+41
+2% +$4.48K 0.18% 59
2021
Q3 		$239K Buy
2,348
+90
+4% +$9.54K 0.16% 62
2021
Q2 		$230K Buy
+2,258
New +$224K 0.16% 62
2020
Q4 		– Sell
-1,238
Closed -$98K – 117
2020
Q3 		$98K Sell
1,238
-60
-5% -$4.82K 0.08% 77
2020
Q2 		$102K Buy
1,298
+876
+208% +$66.4K 0.09% 78
2020
Q1 		$29K Hold
422
– – 0.03% 100
2019
Q4 		$39K Hold
422
– – 0.04% 102
2019
Q3 		$39K Sell
422
-40
-9% -$3.63K 0.04% 102
2019
Q2 		$40K Hold
462
– – 0.04% 102
2019
Q1 		$40K Hold
462
– – 0.04% 102
2018
Q4 		$34K Buy
462
+352
+320% +$27.7K 0.04% 110
2018
Q3 		$9K Hold
110
– – 0.01% 138
2018
Q2 		$9K Buy
110
+35
+47% +$2.71K 0.01% 135
2018
Q1 		$6K Hold
75
– – 0.01% 141
2017
Q4 		$6K Buy
+75
New +$6.29K 0.01% 140

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

New Potomac Partners's VNQ Position: Q4 2023 in Review

New Potomac Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 10,259 shares — an estimated $776K sold.

New Potomac Partners first reported a position in VNQ in Q4 2017 and held it in 22 quarters. The position peaked at $1.14M in Q4 2022. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • New Potomac Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • New Potomac Partners sold 10,259 Vanguard Real Estate ETF shares in Q4 2023, an estimated $776K.
  • New Potomac Partners first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 22 quarters.
  • New Potomac Partners's Vanguard Real Estate ETF position peaked at $1.14M in Q4 2022.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on New Potomac Partners's 13F filing for Q4 2023, filed 19 Jan 2024.