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

Platte River 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
Q3 		$499K Hold
5,126
– – 0.13% 63
2024
Q2 		$429K Hold
5,126
– – 0.12% 68
2024
Q1 		$443K Sell
5,126
-3,953
-44% -$338K 0.13% 66
2023
Q4 		$802K Sell
9,079
-5,956
-40% -$472K 0.27% 58
2023
Q3 		$1.14M Hold
15,035
– – 0.42% 42
2023
Q2 		$1.26M Sell
15,035
-41,177
-73% -$3.37M 0.44% 39
2023
Q1 		$4.67M Sell
56,212
-6,945
-11% -$597K 1.79% 19
2022
Q4 		$5.21M Sell
63,157
-5,234
-8% -$434K 2.2% 11
2022
Q3 		$5.48M Sell
68,391
-12,394
-15% -$1.16M 2.45% 11
2022
Q2 		$7.36M Sell
80,785
-1,668
-2% -$166K 3.19% 9
2022
Q1 		$8.94M Buy
82,453
+1,895
+2% +$201K 3.26% 10
2021
Q4 		$8.91M Buy
80,558
+7,585
+10% +$828K 3.05% 10
2021
Q3 		$7.43M Sell
72,973
-1,851
-2% -$196K 2.75% 12
2021
Q2 		$7.62M Sell
74,824
-2,995
-4% -$297K 2.89% 12
2021
Q1 		$7.3M Buy
77,819
+13,924
+22% +$1.22M 3% 12
2020
Q4 		$5.47M Buy
63,895
+9,351
+17% +$776K 2.36% 15
2020
Q3 		$4.31M Buy
54,544
+14,089
+35% +$1.13M 2.22% 16
2020
Q2 		$3.24M Buy
+40,455
New +$3.07M 1.79% 18
2019
Q4 		$2.43M Buy
+25,829
New +$2.39M 1.28% 22

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 $25.9B AUM 26.38% 1-Year Est. Return

Platte River Wealth Advisors's VNQ Position: Q3 2024 in Review

Platte River Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2024 at 5,126 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #63.

Platte River Wealth Advisors first reported a position in VNQ in Q4 2019 and has held it in 19 quarters since. The position peaked at $8.94M in Q1 2022. 1,659 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Platte River Wealth Advisors held 5,126 shares of Vanguard Real Estate ETF worth $499K as of Q3 2024.
  • Platte River Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q3 2024.
  • Vanguard Real Estate ETF made up 0.13% of Platte River Wealth Advisors's portfolio in Q3 2024, its #63 holding.
  • Platte River Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 19 quarters since.
  • Platte River Wealth Advisors's Vanguard Real Estate ETF position peaked at $8.94M in Q1 2022.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.