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VNQ icon

Resolute Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Resolute Financial’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
Q4 		$297K Sell
3,601
-313
-8% -$26K 0.25% 88
2022
Q3 		$314K Sell
3,914
-265
-6% -$24.8K 0.3% 81
2022
Q2 		$381K Buy
4,179
+23
+0.6% +$2.29K 0.33% 71
2022
Q1 		$450K Sell
4,156
-112
-3% -$11.9K 0.37% 60
2021
Q4 		$495K Buy
+4,268
New +$466K 0.37% 61

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Resolute Financial's VNQ Position: Q4 2022 in Review

Resolute Financial reduced its Vanguard Real Estate ETF (VNQ) stake by 8% in Q4 2022, selling an estimated $26K and leaving 3,601 shares worth $297K. The position accounts for 0.25% of the portfolio, ranked #88.

Resolute Financial first reported a position in VNQ in Q4 2021 and has held it in 5 quarters since. The position peaked at $495K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Resolute Financial held 3,601 shares of Vanguard Real Estate ETF worth $297K as of Q4 2022.
  • Resolute Financial sold 313 Vanguard Real Estate ETF shares in Q4 2022, an estimated $26K.
  • Vanguard Real Estate ETF made up 0.25% of Resolute Financial's portfolio in Q4 2022, its #88 holding.
  • Resolute Financial first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's Vanguard Real Estate ETF position peaked at $495K in Q4 2021.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.