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Provident Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Provident Wealth Management’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
-82
Closed -$7K – 97
2022
Q2 		$7K Buy
+82
New +$8.17K ﹤0.01% 88

Other funds holding VNQ

Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Provident Wealth Management's VNQ Position: Q3 2022 in Review

Provident Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 82 shares — an estimated $7K sold.

Provident Wealth Management first reported a position in VNQ in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Provident Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Provident Wealth Management sold 82 Vanguard Real Estate ETF shares in Q3 2022, an estimated $7K.
  • Provident Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Provident Wealth Management's Vanguard Real Estate ETF position peaked at $7K in Q2 2022.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Provident Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.