Riverview Capital Advisers’s Vanguard Real Estate ETF VNQ Stock Holding History

Riverview Capital Advisers’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	-3,092	Closed	-$257K	–	86
2023 Q1	$257K	Hold	3,092	–	–	0.11%	72
2022 Q4	$255K	Hold	3,092	–	–	0.14%	66
2022 Q3	$248K	Hold	3,092	–	–	0.16%	68
2022 Q2	$282K	Hold	3,092	–	–	0.16%	70
2022 Q1	$335K	Hold	3,092	–	–	0.15%	68
2021 Q4	$359K	Buy	+3,092	New	+$338K	0.16%	71

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

Riverview Capital Advisers's VNQ Position: Q2 2023 in Review

Riverview Capital Advisers sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 3,092 shares — an estimated $257K sold.

Riverview Capital Advisers first reported a position in VNQ in Q4 2021 and held it in 6 quarters. The position peaked at $359K in Q4 2021. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Riverview Capital Advisers reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Riverview Capital Advisers sold 3,092 Vanguard Real Estate ETF shares in Q2 2023, an estimated $257K.
Riverview Capital Advisers first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 6 quarters.
Riverview Capital Advisers's Vanguard Real Estate ETF position peaked at $359K in Q4 2021.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Riverview Capital Advisers's 13F filing for Q2 2023, filed 4 Aug 2023.