Powell Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Powell Investment 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
2023 Q4	–	Sell	-1,740	Closed	-$133K	–	156
2023 Q3	$133K	Hold	1,740	–	–	0.08%	114
2023 Q2	$147K	Hold	1,740	–	–	0.09%	106
2023 Q1	$144K	Hold	1,740	–	–	0.08%	107
2022 Q4	$144K	Hold	1,740	–	–	0.08%	107
2022 Q3	$139K	Hold	1,740	–	–	0.09%	106
2022 Q2	$159K	Hold	1,740	–	–	0.1%	108
2022 Q1	$189K	Hold	1,740	–	–	0.11%	101
2021 Q4	$202K	Hold	1,740	–	–	0.11%	103
2021 Q3	$177K	Hold	1,740	–	–	0.11%	102
2021 Q2	$177K	Hold	1,740	–	–	0.11%	102
2021 Q1	$160K	Buy	+1,740	New	+$153K	0.1%	103

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Powell Investment Advisors's VNQ Position: Q4 2023 in Review

Powell Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 1,740 shares — an estimated $133K sold.

Powell Investment Advisors first reported a position in VNQ in Q1 2021 and held it in 11 quarters. The position peaked at $202K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Powell Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Powell Investment Advisors sold 1,740 Vanguard Real Estate ETF shares in Q4 2023, an estimated $133K.
Powell Investment Advisors first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 11 quarters.
Powell Investment Advisors's Vanguard Real Estate ETF position peaked at $202K in Q4 2021.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Powell Investment Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.