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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 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. 1,587 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.
1,587 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.