Oliver Lagore Vanvalin Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q4	$3.56K	Buy	40 +20	+100%	+$1.89K	﹤0.01%	545
2024 Q3	$1.95K	Hold	20	–	–	﹤0.01%	581
2024 Q2	$1.68K	Hold	20	–	–	﹤0.01%	613
2024 Q1	$1.73K	Sell	20 -9	-31%	-$769	﹤0.01%	630
2023 Q4	$2.56K	Sell	29 -72	-71%	-$5.71K	﹤0.01%	609
2023 Q3	$7.64K	Sell	101 -197	-66%	-$16.2K	﹤0.01%	483
2023 Q2	$24.9K	Sell	298 -1	-0.3%	-$82	0.01%	342
2023 Q1	$24.8K	Buy	299 +42	+16%	+$3.61K	0.01%	266
2022 Q4	$21.2K	Sell	257 -6,828	-96%	-$566K	0.01%	267
2022 Q3	$568K	Buy	7,085 +538	+8%	+$50.3K	0.37%	40
2022 Q2	$596K	Sell	6,547 -43	-0.7%	-$4.29K	0.35%	43
2022 Q1	$709K	Sell	6,590 -26,180	-80%	-$2.77M	0.48%	37
2021 Q4	$3.8M	Buy	+32,770	New	+$3.58M	0.27%	52

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Oliver Lagore Vanvalin Investment Group's VNQ Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its Vanguard Real Estate ETF (VNQ) stake by 100% in Q4 2024, buying an estimated $1.89K and bringing the position to 40 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Oliver Lagore Vanvalin Investment Group first reported a position in VNQ in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.8M in Q4 2021. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 40 shares of Vanguard Real Estate ETF worth $3.56K as of Q4 2024.
Oliver Lagore Vanvalin Investment Group bought 20 Vanguard Real Estate ETF shares in Q4 2024, an estimated $1.89K.
Vanguard Real Estate ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #545 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Vanguard Real Estate ETF position peaked at $3.8M in Q4 2021.
1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.