Paradigm Strategies in Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Paradigm Strategies in 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
2023 Q3	–	Sell	-3,227	Closed	-$270K	–	48
2023 Q2	$270K	Sell	3,227 -3,316	-51%	-$272K	0.18%	37
2023 Q1	$543K	Sell	6,543 -2,687	-29%	-$231K	0.43%	21
2022 Q4	$761K	Sell	9,230 -2,322	-20%	-$193K	0.68%	17
2022 Q3	$926K	Sell	11,552 -181	-2%	-$16.9K	0.84%	16
2022 Q2	$1.07M	Buy	11,733 +47	+0.4%	+$4.68K	1.16%	14
2022 Q1	$1.27M	Buy	11,686 +39	+0.3%	+$4.13K	1.32%	14
2021 Q4	$1.35M	Sell	11,647 -1,250	-10%	-$137K	1.37%	14
2021 Q3	$1.31M	Buy	12,897 +5	+0%	+$530	1.24%	16
2021 Q2	$1.31M	Sell	12,892 -481	-4%	-$47.7K	1.18%	16
2021 Q1	$1.23M	Buy	+13,373	New	+$1.18M	1.19%	19

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paradigm Strategies in Wealth Management's VNQ Position: Q3 2023 in Review

Paradigm Strategies in Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 3,227 shares — an estimated $270K sold.

Paradigm Strategies in Wealth Management first reported a position in VNQ in Q1 2021 and held it in 10 quarters. The position peaked at $1.35M in Q4 2021. 1,523 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Paradigm Strategies in Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 3,227 Vanguard Real Estate ETF shares in Q3 2023, an estimated $270K.
Paradigm Strategies in Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 10 quarters.
Paradigm Strategies in Wealth Management's Vanguard Real Estate ETF position peaked at $1.35M in Q4 2021.
1,523 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.