PCS
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Personal CFO Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Personal CFO Solutions’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
-4,512
Closed -$440K – 609
2024
Q3 		$440K Buy
4,512
+122
+3% +$11.2K 0.06% 293
2024
Q2 		$368K Buy
4,390
+95
+2% +$7.84K 0.06% 323
2024
Q1 		$371K Sell
4,295
-67
-2% -$5.72K 0.06% 339
2023
Q4 		$385K Buy
+4,362
New +$346K 0.07% 306
2023
Q3 		– Sell
-3,762
Closed -$314K – 501
2023
Q2 		$314K Sell
3,762
-17
-0.4% -$1.39K 0.06% 319
2023
Q1 		$314K Buy
3,779
+42
+1% +$3.61K 0.06% 299
2022
Q4 		$308K Buy
3,737
+32
+0.9% +$2.65K 0.07% 285
2022
Q3 		$297K Buy
3,705
+49
+1% +$4.58K 0.07% 254
2022
Q2 		$333K Sell
3,656
-341
-9% -$34K 0.08% 240
2022
Q1 		$433K Sell
3,997
-152
-4% -$16.1K 0.09% 228
2021
Q4 		$481K Sell
4,149
-2,097
-34% -$229K 0.09% 206
2021
Q3 		$636K Buy
6,246
+86
+1% +$9.12K 0.13% 155
2021
Q2 		$627K Sell
6,160
-1,050
-15% -$104K 0.13% 154
2021
Q1 		$662K Buy
7,210
+30
+0.4% +$2.64K 0.14% 131
2020
Q4 		$610K Sell
7,180
-1,194
-14% -$99K 0.15% 127
2020
Q3 		$1K Sell
8,374
-3,669
-30% -$295K 0.33% 123
2020
Q2 		$946K Buy
12,043
+249
+2% +$18.9K 0.28% 80
2020
Q1 		$824K Buy
11,794
+872
+8% +$76.6K 0.3% 78
2019
Q4 		$1.01M Buy
10,922
+1,071
+11% +$99.2K 0.29% 72
2019
Q3 		$919K Buy
+9,851
New +$894K 0.37% 65

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

Personal CFO Solutions's VNQ Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 4,512 shares — an estimated $440K sold.

Personal CFO Solutions first reported a position in VNQ in Q3 2019 and held it in 20 quarters. The position peaked at $1.01M in Q4 2019. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,512 Vanguard Real Estate ETF shares in Q4 2024, an estimated $440K.
  • Personal CFO Solutions first reported a position in Vanguard Real Estate ETF in Q3 2019 and held it in 20 quarters.
  • Personal CFO Solutions's Vanguard Real Estate ETF position peaked at $1.01M in Q4 2019.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.