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

PrairieView 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
2024 Q4	–	Sell	-15	Closed	-$1K	–	393
2024 Q3	$1K	Buy	+15	New	+$1.38K	﹤0.01%	347
2023 Q3	–	Sell	-259	Closed	-$21K	–	471
2023 Q2	$21K	Hold	259	–	–	﹤0.01%	265
2023 Q1	$21K	Hold	259	–	–	﹤0.01%	250
2022 Q4	$21K	Hold	259	–	–	﹤0.01%	258
2022 Q3	$21K	Hold	259	–	–	﹤0.01%	247
2022 Q2	$24K	Sell	259 -2	-0.8%	-$199	﹤0.01%	255
2022 Q1	$28K	Buy	261 +216	+480%	+$22.9K	﹤0.01%	252
2021 Q4	$5K	Buy	45 +39	+650%	+$4.26K	﹤0.01%	356
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	365
2021 Q2	$1K	Sell	6 -185	-97%	-$18.3K	﹤0.01%	346
2021 Q1	$18K	Buy	+191	New	+$16.8K	﹤0.01%	233
2020 Q2	–	Sell	-14	Closed	-$1K	–	309
2020 Q1	$1K	Buy	+14	New	+$1.23K	﹤0.01%	284

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PrairieView Partners's VNQ Position: Q4 2024 in Review

PrairieView Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 15 shares — an estimated $1K sold.

PrairieView Partners first reported a position in VNQ in Q1 2020 and held it in 12 quarters. The position peaked at $28K in Q1 2022. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

PrairieView Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
PrairieView Partners sold 15 Vanguard Real Estate ETF shares in Q4 2024, an estimated $1K.
PrairieView Partners first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 12 quarters.
PrairieView Partners's Vanguard Real Estate ETF position peaked at $28K in Q1 2022.
1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on PrairieView Partners's 13F filing for Q4 2024, filed 29 Jan 2025.