Range Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Range Financial 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
2023 Q2	–	Sell	-11,342	Closed	-$942K	–	184
2023 Q1	$942K	Sell	11,342 -172	-1%	-$14.8K	0.62%	63
2022 Q4	$950K	Buy	11,514 +624	+6%	+$51.7K	0.65%	56
2022 Q3	$873K	Buy	10,890 +366	+3%	+$34.2K	0.67%	64
2022 Q2	$959K	Buy	10,524 +140	+1%	+$14K	0.7%	58
2022 Q1	$1.13M	Sell	10,384 -400	-4%	-$42.3K	0.72%	51
2021 Q4	$1.25M	Buy	10,784 +612	+6%	+$66.8K	0.82%	43
2021 Q3	$1.03M	Buy	10,172 +411	+4%	+$43.6K	0.75%	54
2021 Q2	$994K	Sell	9,761 -1,324	-12%	-$131K	0.73%	54
2021 Q1	$1.02M	Buy	+11,085	New	+$974K	0.93%	43

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Range Financial Group's VNQ Position: Q2 2023 in Review

Range Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 11,342 shares — an estimated $942K sold.

Range Financial Group first reported a position in VNQ in Q1 2021 and held it in 9 quarters. The position peaked at $1.25M in Q4 2021. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Range Financial Group reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Range Financial Group sold 11,342 Vanguard Real Estate ETF shares in Q2 2023, an estimated $942K.
Range Financial Group first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 9 quarters.
Range Financial Group's Vanguard Real Estate ETF position peaked at $1.25M in Q4 2021.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Range Financial Group's 13F filing for Q2 2023, filed 19 Jul 2023.