PCMC
VNQ icon

Planning Capital Management Corporation’s Vanguard Real Estate ETF VNQ Stock Holding History

Planning Capital Management Corporation’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
Q3 		$40.3K Buy
414
+1
+0.2% +$92 0.03% 206
2024
Q2 		$34.6K Sell
413
-27
-6% -$2.23K 0.02% 223
2024
Q1 		$38K Sell
440
-86
-16% -$7.35K 0.03% 212
2023
Q4 		$46.5K Buy
+526
New +$41.7K 0.04% 200

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
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Planning Capital Management Corporation's VNQ Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Vanguard Real Estate ETF (VNQ) stake by 0.24% in Q3 2024, buying an estimated $92 and bringing the position to 414 shares worth $40.3K. The position accounts for 0.03% of the portfolio, ranked #206.

Planning Capital Management Corporation first reported a position in VNQ in Q4 2023 and has held it in 4 quarters since. The position peaked at $46.5K in Q4 2023. 1,659 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Planning Capital Management Corporation held 414 shares of Vanguard Real Estate ETF worth $40.3K as of Q3 2024.
  • Planning Capital Management Corporation bought 1 Vanguard Real Estate ETF share in Q3 2024, an estimated $92.
  • Vanguard Real Estate ETF made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #206 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Vanguard Real Estate ETF position peaked at $46.5K in Q4 2023.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.