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

O'Dell 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	-671	Closed	-$59.3K	–	469
2023 Q4	$59.3K	Buy	+671	New	+$53.2K	0.02%	186
2023 Q3	–	Sell	-1,257	Closed	-$105K	–	474
2023 Q2	$105K	Buy	+1,257	New	+$103K	0.03%	127
2022 Q4	–	Sell	-651	Closed	-$52K	–	398
2022 Q3	$52K	Sell	651 -281	-30%	-$26.3K	0.02%	143
2022 Q2	$85K	Buy	932 +92	+11%	+$9.17K	0.03%	120
2022 Q1	$91K	Buy	840 +52	+7%	+$5.5K	0.03%	128
2021 Q4	$91K	Buy	788 +14	+2%	+$1.53K	0.03%	118
2021 Q3	$79K	Buy	+774	New	+$82.1K	0.03%	126

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

O'Dell Group's VNQ Position: Q1 2024 in Review

O'Dell Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 671 shares — an estimated $59.3K sold.

O'Dell Group first reported a position in VNQ in Q3 2021 and held it in 7 quarters. The position peaked at $105K in Q2 2023. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

O'Dell Group reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 671 Vanguard Real Estate ETF shares in Q1 2024, an estimated $59.3K.
O'Dell Group first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's Vanguard Real Estate ETF position peaked at $105K in Q2 2023.
1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.