RGT Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

RGT Wealth Advisors’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	$33K	Sell	411 -742	-64%	-$69.4K	0.01%	93
2022 Q2	$105K	Sell	1,153 -527	-31%	-$52.5K	0.02%	86
2022 Q1	$182K	Sell	1,680 -741	-31%	-$78.4K	0.03%	81
2021 Q4	$281K	Buy	+2,421	New	+$264K	0.04%	76
2017 Q2	–	Sell	-2,894	Closed	-$239K	–	113
2017 Q1	$239K	Sell	2,894 -1,471	-34%	-$122K	0.16%	79
2016 Q4	$360K	Buy	4,365 +1,198	+38%	+$97.6K	0.2%	65
2016 Q3	$275K	Buy	+3,167	New	+$282K	0.17%	80

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RGT Wealth Advisors's VNQ Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 64% in Q3 2022, selling an estimated $69.4K and leaving 411 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #93.

RGT Wealth Advisors first reported a position in VNQ in Q3 2016 and has held it in 7 quarters since. The position peaked at $360K in Q4 2016. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

RGT Wealth Advisors held 411 shares of Vanguard Real Estate ETF worth $33K as of Q3 2022.
RGT Wealth Advisors sold 742 Vanguard Real Estate ETF shares in Q3 2022, an estimated $69.4K.
Vanguard Real Estate ETF made up 0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #93 holding.
RGT Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2016 and has held it in 7 quarters since.
RGT Wealth Advisors's Vanguard Real Estate ETF position peaked at $360K in Q4 2016.
1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.