Pillar Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Pillar Wealth Advisors’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	-2,366	Closed	-$205K	–	71
2024 Q1	$205K	Buy	2,366 +15	+0.6%	+$1.28K	0.15%	69
2023 Q4	$208K	Buy	+2,351	New	+$186K	0.16%	69
2023 Q3	–	Sell	-2,428	Closed	-$203K	–	70
2023 Q2	$203K	Sell	2,428 -294	-11%	-$24.1K	0.17%	68
2023 Q1	$226K	Buy	2,722 +9	+0.3%	+$773	0.23%	61
2022 Q4	$224K	Sell	2,713 -37	-1%	-$3.07K	0.22%	59
2022 Q3	$220K	Sell	2,750 -455	-14%	-$42.5K	0.22%	52
2022 Q2	$292K	Buy	3,205 +4	+0.1%	+$399	0.3%	47
2022 Q1	$347K	Buy	3,201 +2	+0.1%	+$212	0.33%	39
2021 Q4	$371K	Buy	+3,199	New	+$349K	0.35%	39

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Pillar Wealth Advisors's VNQ Position: Q2 2024 in Review

Pillar Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 2,366 shares — an estimated $205K sold.

Pillar Wealth Advisors first reported a position in VNQ in Q4 2021 and held it in 9 quarters. The position peaked at $371K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Pillar Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 2,366 Vanguard Real Estate ETF shares in Q2 2024, an estimated $205K.
Pillar Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 9 quarters.
Pillar Wealth Advisors's Vanguard Real Estate ETF position peaked at $371K in Q4 2021.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.