Per Stirling Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Per Stirling Capital Management’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 Q1	–	Sell	-4,031	Closed	-$356K	–	230
2023 Q4	$356K	Sell	4,031 -370	-8%	-$29.3K	0.07%	157
2023 Q3	$333K	Buy	4,401 +225	+5%	+$18.6K	0.07%	153
2023 Q2	$349K	Sell	4,176 -2,561	-38%	-$210K	0.07%	147
2023 Q1	$559K	Sell	6,737 -19,696	-75%	-$1.69M	0.12%	101
2022 Q4	$2.18M	Buy	+26,433	New	+$2.19M	0.4%	52

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Per Stirling Capital Management's VNQ Position: Q1 2024 in Review

Per Stirling Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 4,031 shares — an estimated $356K sold.

Per Stirling Capital Management first reported a position in VNQ in Q4 2022 and held it in 5 quarters. The position peaked at $2.18M in Q4 2022. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

Per Stirling Capital Management reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Per Stirling Capital Management sold 4,031 Vanguard Real Estate ETF shares in Q1 2024, an estimated $356K.
Per Stirling Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 5 quarters.
Per Stirling Capital Management's Vanguard Real Estate ETF position peaked at $2.18M in Q4 2022.
1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Per Stirling Capital Management's 13F filing for Q1 2024, filed 14 May 2024.