Oakwell Private Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Oakwell Private Wealth Management’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 Q2	–	Sell	-7,136	Closed	-$593K	–	65
2023 Q1	$593K	Hold	7,136	–	–	0.27%	35
2022 Q4	$589K	Sell	7,136 -327	-4%	-$27.1K	0.28%	34
2022 Q3	$598K	Buy	7,463 +258	+4%	+$24.1K	0.33%	34
2022 Q2	$656K	Buy	7,205 +1,646	+30%	+$164K	0.37%	33
2022 Q1	$602K	Hold	5,559	–	–	0.3%	36
2021 Q4	$645K	Buy	5,559 +355	+7%	+$38.8K	0.32%	35
2021 Q3	$530K	Sell	5,204 -127	-2%	-$13.5K	0.29%	38
2021 Q2	$543K	Sell	5,331 -230	-4%	-$22.8K	0.35%	42
2021 Q1	$511K	Sell	5,561 -34	-0.6%	-$2.99K	0.36%	38
2020 Q4	$475K	Buy	+5,595	New	+$464K	0.37%	39

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oakwell Private Wealth Management's VNQ Position: Q2 2023 in Review

Oakwell Private Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 7,136 shares — an estimated $593K sold.

Oakwell Private Wealth Management first reported a position in VNQ in Q4 2020 and held it in 10 quarters. The position peaked at $656K in Q2 2022. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Oakwell Private Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Oakwell Private Wealth Management sold 7,136 Vanguard Real Estate ETF shares in Q2 2023, an estimated $593K.
Oakwell Private Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 10 quarters.
Oakwell Private Wealth Management's Vanguard Real Estate ETF position peaked at $656K in Q2 2022.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.