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PAX Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

PAX Financial 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 		– Sell
-2,111
Closed -$206K – 245
2024
Q3 		$206K Sell
2,111
-371
-15% -$34.2K 0.04% 224
2024
Q2 		$208K Sell
2,482
-183
-7% -$15.1K 0.04% 226
2024
Q1 		$230K Buy
2,665
+35
+1% +$2.99K 0.05% 208
2023
Q4 		$222K Buy
+2,630
New +$208K 0.05% 206
2023
Q3 		– Sell
-2,587
Closed -$216K – 241
2023
Q2 		$216K Buy
2,587
+12
+0.5% +$983 0.05% 194
2023
Q1 		$214K Sell
2,575
-20
-0.8% -$1.72K 0.05% 182
2022
Q4 		$214K Buy
+2,595
New +$215K 0.05% 196

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAX Financial Group's VNQ Position: Q4 2024 in Review

PAX Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,111 shares — an estimated $206K sold.

PAX Financial Group first reported a position in VNQ in Q4 2022 and held it in 7 quarters. The position peaked at $230K in Q1 2024. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • PAX Financial Group reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • PAX Financial Group sold 2,111 Vanguard Real Estate ETF shares in Q4 2024, an estimated $206K.
  • PAX Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 7 quarters.
  • PAX Financial Group's Vanguard Real Estate ETF position peaked at $230K in Q1 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on PAX Financial Group's 13F filing for Q4 2024, filed 12 Feb 2025.