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PFS Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

PFS Partners’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
2023
Q4 		– Sell
-84
Closed -$6.35K – 494
2023
Q3 		$6.35K Buy
84
+1
+1% +$82 0.01% 300
2023
Q2 		$6.94K Buy
+83
New +$6.8K 0.01% 294

Other funds holding VNQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PFS Partners's VNQ Position: Q4 2023 in Review

PFS Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 84 shares — an estimated $6.35K sold.

PFS Partners first reported a position in VNQ in Q2 2023 and held it in 2 quarters. The position peaked at $6.94K in Q2 2023. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • PFS Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • PFS Partners sold 84 Vanguard Real Estate ETF shares in Q4 2023, an estimated $6.35K.
  • PFS Partners first reported a position in Vanguard Real Estate ETF in Q2 2023 and held it in 2 quarters.
  • PFS Partners's Vanguard Real Estate ETF position peaked at $6.94K in Q2 2023.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on PFS Partners's 13F filing for Q4 2023, filed 29 Jan 2024.