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VNQ icon

Retirement Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Retirement 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
Q1 		$91.7K Sell
1,060
-310
-23% -$26.5K 0.03% 172
2023
Q4 		$121K Sell
1,370
-218
-14% -$17.3K 0.05% 141
2023
Q3 		$120K Buy
1,588
+53
+3% +$4.37K 0.05% 133
2023
Q2 		$128K Hold
1,535
– – 0.05% 126
2023
Q1 		$127K Buy
1,535
+65
+4% +$5.58K 0.06% 120
2022
Q4 		$121K Buy
1,470
+894
+155% +$74.1K 0.06% 112
2022
Q3 		$46K Sell
576
-887
-61% -$82.9K 0.04% 132
2022
Q2 		$133K Buy
1,463
+2
+0.1% +$199 0.06% 129
2022
Q1 		$158K Sell
1,461
-98
-6% -$10.4K 0.06% 130
2021
Q4 		$181K Buy
1,559
+217
+16% +$23.7K 0.08% 127
2021
Q3 		$137K Sell
1,342
-48
-3% -$5.09K 0.06% 143
2021
Q2 		$142K Buy
1,390
+37
+3% +$3.67K 0.07% 136
2021
Q1 		$124K Sell
1,353
-154
-10% -$13.5K 0.06% 164
2020
Q4 		$128K Buy
1,507
+27
+2% +$2.24K 0.06% 158
2020
Q3 		$117K Buy
1,480
+1
+0.1% +$80 0.07% 167
2020
Q2 		$116K Buy
+1,479
New +$112K 0.07% 150
2019
Q4 		$101K Buy
+1,090
New +$101K 0.07% 163

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Retirement Group's VNQ Position: Q1 2024 in Review

Retirement Group reduced its Vanguard Real Estate ETF (VNQ) stake by 23% in Q1 2024, selling an estimated $26.5K and leaving 1,060 shares worth $91.7K. The position accounts for 0.03% of the portfolio, ranked #172.

Retirement Group first reported a position in VNQ in Q4 2019 and has held it in 17 quarters since. The position peaked at $181K in Q4 2021. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Retirement Group held 1,060 shares of Vanguard Real Estate ETF worth $91.7K as of Q1 2024.
  • Retirement Group sold 310 Vanguard Real Estate ETF shares in Q1 2024, an estimated $26.5K.
  • Vanguard Real Estate ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #172 holding.
  • Retirement Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Vanguard Real Estate ETF position peaked at $181K in Q4 2021.
  • 1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.