PCA Investment Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

PCA Investment Advisory Services’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 Q2	–	Sell	-4,366	Closed	-$378K	–	147
2024 Q1	$378K	Sell	4,366 -319	-7%	-$27.3K	0.21%	66
2023 Q4	$414K	Buy	4,685 +101	+2%	+$8.01K	0.27%	59
2023 Q3	$347K	Buy	4,584 +15	+0.3%	+$1.24K	0.25%	66
2023 Q2	$382K	Hold	4,569	–	–	0.23%	65
2023 Q1	$379K	Buy	+4,569	New	+$393K	0.27%	64

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PCA Investment Advisory Services's VNQ Position: Q2 2024 in Review

PCA Investment Advisory Services sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 4,366 shares — an estimated $378K sold.

PCA Investment Advisory Services first reported a position in VNQ in Q1 2023 and held it in 5 quarters. The position peaked at $414K in Q4 2023. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

PCA Investment Advisory Services reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
PCA Investment Advisory Services sold 4,366 Vanguard Real Estate ETF shares in Q2 2024, an estimated $378K.
PCA Investment Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 5 quarters.
PCA Investment Advisory Services's Vanguard Real Estate ETF position peaked at $414K in Q4 2023.
1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on PCA Investment Advisory Services's 13F filing for Q2 2024, filed 13 Aug 2024.