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Peninsula Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Peninsula 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
2024
Q2 		– Sell
-14,992
Closed -$1.3M – 102
2024
Q1 		$1.3M Sell
14,992
-7,432
-33% -$635K 0.26% 37
2023
Q4 		$1.98M Sell
22,424
-24,175
-52% -$1.92M 0.41% 25
2023
Q3 		$3.34M Buy
46,599
+675
+1% +$55.7K 0.78% 16
2023
Q2 		$3.84M Buy
45,924
+403
+0.9% +$33K 1% 16
2023
Q1 		$3.78M Buy
45,521
+589
+1% +$50.6K 1.09% 17
2022
Q4 		$3.71M Sell
44,932
-779
-2% -$64.6K 1.17% 15
2022
Q3 		$3.67M Sell
45,711
-701
-2% -$65.5K 1.29% 15
2022
Q2 		$4.23M Buy
46,412
+311
+0.7% +$31K 1.43% 14
2022
Q1 		$5M Buy
46,101
+99
+0.2% +$10.5K 1.42% 15
2021
Q4 		$5.34M Buy
46,002
+428
+0.9% +$46.7K 1.44% 15
2021
Q3 		$4.64M Buy
45,574
+536
+1% +$56.8K 1.47% 14
2021
Q2 		$4.58M Buy
45,038
+1,060
+2% +$105K 1.5% 15
2021
Q1 		$4.04M Sell
43,978
-423
-1% -$37.2K 1.45% 15
2020
Q4 		$3.77M Buy
44,401
+6,996
+19% +$580K 1.42% 15
2020
Q3 		$2.95M Buy
37,405
+424
+1% +$34K 1.26% 14
2020
Q2 		$2.9M Sell
36,981
-1,171
-3% -$88.8K 1.35% 13
2020
Q1 		$2.67M Buy
38,152
+1,234
+3% +$108K 1.49% 12
2019
Q4 		$3.43M Sell
36,918
-2,908
-7% -$269K 1.59% 9
2019
Q3 		$3.72M Buy
39,826
+401
+1% +$36.4K 1.86% 8
2019
Q2 		$3.45M Buy
39,425
+2,254
+6% +$197K 1.77% 9
2019
Q1 		$3.23M Sell
37,171
-4,043
-10% -$334K 1.79% 9
2018
Q4 		$3.07M Buy
41,214
+438
+1% +$34.5K 1.91% 10
2018
Q3 		$3.29M Buy
40,776
+761
+2% +$62.7K 1.77% 10
2018
Q2 		$3.26M Sell
40,015
-1,444
-3% -$112K 1.92% 9
2018
Q1 		$3.13M Buy
+41,459
New +$3.17M 1.86% 8

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Peninsula Wealth's VNQ Position: Q2 2024 in Review

Peninsula Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 14,992 shares — an estimated $1.3M sold.

Peninsula Wealth first reported a position in VNQ in Q1 2018 and held it in 25 quarters. The position peaked at $5.34M in Q4 2021. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Peninsula Wealth reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Peninsula Wealth sold 14,992 Vanguard Real Estate ETF shares in Q2 2024, an estimated $1.3M.
  • Peninsula Wealth first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 25 quarters.
  • Peninsula Wealth's Vanguard Real Estate ETF position peaked at $5.34M in Q4 2021.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Peninsula Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.