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Opes Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Opes Wealth Management’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
-3,524
Closed -$311K – 135
2023
Q4 		$311K Sell
3,524
-1,975
-36% -$157K 0.07% 104
2023
Q3 		$416K Sell
5,499
-2,243
-29% -$185K 0.12% 88
2023
Q2 		$647K Buy
+7,742
New +$634K 0.18% 65

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

Opes Wealth Management's VNQ Position: Q1 2024 in Review

Opes Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 3,524 shares — an estimated $311K sold.

Opes Wealth Management first reported a position in VNQ in Q2 2023 and held it in 3 quarters. The position peaked at $647K in Q2 2023. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Opes Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Opes Wealth Management sold 3,524 Vanguard Real Estate ETF shares in Q1 2024, an estimated $311K.
  • Opes Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2023 and held it in 3 quarters.
  • Opes Wealth Management's Vanguard Real Estate ETF position peaked at $647K in Q2 2023.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Opes Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.