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O'Connor Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

O'Connor 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
-10,154
Closed -$897K – 55
2023
Q4 		$897K Buy
10,154
+361
+4% +$28.6K 0.55% 29
2023
Q3 		$741K Sell
9,793
-263
-3% -$21.7K 0.51% 31
2023
Q2 		$840K Buy
10,056
+650
+7% +$53.3K 0.58% 29
2023
Q1 		$781K Buy
+9,406
New +$808K 0.59% 29

Other funds holding VNQ

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

O'Connor Financial Group's VNQ Position: Q1 2024 in Review

O'Connor Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 10,154 shares — an estimated $897K sold.

O'Connor Financial Group first reported a position in VNQ in Q1 2023 and held it in 4 quarters. The position peaked at $897K in Q4 2023. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • O'Connor Financial Group reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • O'Connor Financial Group sold 10,154 Vanguard Real Estate ETF shares in Q1 2024, an estimated $897K.
  • O'Connor Financial Group first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 4 quarters.
  • O'Connor Financial Group's Vanguard Real Estate ETF position peaked at $897K in Q4 2023.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on O'Connor Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.