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Octavia Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Octavia 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
2024
Q1 		– Sell
-3,494
Closed -$309K – 238
2023
Q4 		$309K Buy
+3,494
New +$277K 0.05% 171

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Empower Advisory Group
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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

Octavia Wealth Advisors's VNQ Position: Q1 2024 in Review

Octavia Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 3,494 shares — an estimated $309K sold.

Octavia Wealth Advisors first reported a position in VNQ in Q4 2023 and held it in 1 quarter. The position peaked at $309K in Q4 2023. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Octavia Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 3,494 Vanguard Real Estate ETF shares in Q1 2024, an estimated $309K.
  • Octavia Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Octavia Wealth Advisors's Vanguard Real Estate ETF position peaked at $309K in Q4 2023.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Octavia Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.