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Prosperity Consulting Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Prosperity Consulting Group’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
-2,409
Closed -$235K – 484
2024
Q3 		$235K Sell
2,409
-841
-26% -$77.4K 0.02% 416
2024
Q2 		$272K Sell
3,250
-1,302
-29% -$108K 0.04% 269
2024
Q1 		$394K Sell
4,552
-2,108
-32% -$180K 0.05% 239
2023
Q4 		$588K Sell
6,660
-10,825
-62% -$858K 0.2% 95
2023
Q3 		$1.32M Sell
17,485
-2,511
-13% -$207K 0.61% 41
2023
Q2 		$1.67M Sell
19,996
-1,712
-8% -$140K 1.03% 25
2023
Q1 		$1.8M Sell
21,708
-75
-0.3% -$6.44K 1.14% 25
2022
Q4 		$1.8M Buy
21,783
+13,506
+163% +$1.12M 1.2% 23
2022
Q3 		$664K Buy
8,277
+11
+0.1% +$1.03K 0.54% 47
2022
Q2 		$753K Buy
8,266
+284
+4% +$28.3K 0.65% 40
2022
Q1 		$865K Buy
7,982
+234
+3% +$24.8K 0.64% 40
2021
Q4 		$831K Buy
+7,748
New +$846K 0.62% 42

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prosperity Consulting Group's VNQ Position: Q4 2024 in Review

Prosperity Consulting Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,409 shares — an estimated $235K sold.

Prosperity Consulting Group first reported a position in VNQ in Q4 2021 and held it in 12 quarters. The position peaked at $1.8M in Q1 2023. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Prosperity Consulting Group reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Prosperity Consulting Group sold 2,409 Vanguard Real Estate ETF shares in Q4 2024, an estimated $235K.
  • Prosperity Consulting Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 12 quarters.
  • Prosperity Consulting Group's Vanguard Real Estate ETF position peaked at $1.8M in Q1 2023.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Prosperity Consulting Group's 13F filing for Q4 2024, filed 14 Feb 2025.