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Okabena Investment Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Okabena Investment Services’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
Q1 		– Sell
-3
Closed -$247 – 252
2022
Q4 		$247 Buy
+3
New +$249 ﹤0.01% 213

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Okabena Investment Services's VNQ Position: Q1 2023 in Review

Okabena Investment Services sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 3 shares — an estimated $247 sold.

Okabena Investment Services first reported a position in VNQ in Q4 2022 and held it in 1 quarter. The position peaked at $247 in Q4 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Okabena Investment Services reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 3 Vanguard Real Estate ETF shares in Q1 2023, an estimated $247.
  • Okabena Investment Services first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Okabena Investment Services's Vanguard Real Estate ETF position peaked at $247 in Q4 2022.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.