Principle Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Principle Wealth 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
2022 Q3	–	Sell	-2,296	Closed	-$209K	–	306
2022 Q2	$209K	Sell	2,296 -779	-25%	-$77.6K	0.03%	291
2022 Q1	$333K	Buy	3,075 +899	+41%	+$95.1K	0.04%	247
2021 Q4	$252K	Buy	+2,176	New	+$238K	0.03%	282
2020 Q3	–	Sell	-1,650	Closed	-$130K	–	421
2020 Q2	$130K	Sell	1,650 -14,064	-89%	-$1.07M	0.04%	185
2020 Q1	$1.1M	Sell	15,714 -20,532	-57%	-$1.8M	0.41%	44
2019 Q4	$3.36M	Buy	36,246 +987	+3%	+$91.4K	1.07%	21
2019 Q3	$3.29M	Buy	35,259 +2,574	+8%	+$234K	1.14%	20
2019 Q2	$2.86M	Buy	32,685 +9,740	+42%	+$853K	1.47%	17
2019 Q1	$1.99M	Buy	22,945 +1,319	+6%	+$109K	1.14%	23
2018 Q4	$1.61M	Buy	+21,626	New	+$1.7M	1.35%	23

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Principle Wealth Partners's VNQ Position: Q3 2022 in Review

Principle Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 2,296 shares — an estimated $209K sold.

Principle Wealth Partners first reported a position in VNQ in Q4 2018 and held it in 10 quarters. The position peaked at $3.36M in Q4 2019. 1,504 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Principle Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Principle Wealth Partners sold 2,296 Vanguard Real Estate ETF shares in Q3 2022, an estimated $209K.
Principle Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 10 quarters.
Principle Wealth Partners's Vanguard Real Estate ETF position peaked at $3.36M in Q4 2019.
1,504 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Principle Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.