PPW
VNQ icon

Parcion Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Parcion Private Wealth’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
-4,645
Closed -$383K – 199
2022
Q4 		$383K Buy
+4,645
New +$385K 0.04% 149
2022
Q1 		– Sell
-1,877
Closed -$205K – 208
2021
Q4 		$205K Sell
1,877
-138
-7% -$15.1K 0.02% 190
2021
Q3 		$214K Hold
2,015
– – 0.02% 191
2021
Q2 		$205K Buy
+2,015
New +$200K 0.02% 189

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parcion Private Wealth's VNQ Position: Q1 2023 in Review

Parcion Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 4,645 shares — an estimated $383K sold.

Parcion Private Wealth first reported a position in VNQ in Q2 2021 and held it in 4 quarters. The position peaked at $383K in Q4 2022. 1,588 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Parcion Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Parcion Private Wealth sold 4,645 Vanguard Real Estate ETF shares in Q1 2023, an estimated $383K.
  • Parcion Private Wealth first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 4 quarters.
  • Parcion Private Wealth's Vanguard Real Estate ETF position peaked at $383K in Q4 2022.
  • 1,588 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Parcion Private Wealth's 13F filing for Q1 2023, filed 11 May 2023.