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RKL Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

RKL Wealth Management’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
Q3 		– Sell
-3,163
Closed -$264K – 134
2023
Q2 		$264K Sell
3,163
-775
-20% -$63.5K 0.03% 118
2023
Q1 		$327K Sell
3,938
-239
-6% -$20.5K 0.04% 111
2022
Q4 		$345K Sell
4,177
-1,155
-22% -$95.8K 0.05% 110
2022
Q3 		$427K Sell
5,332
-59
-1% -$5.52K 0.06% 95
2022
Q2 		$491K Buy
5,391
+1,978
+58% +$197K 0.07% 93
2022
Q1 		$370K Buy
+3,413
New +$361K 0.04% 109

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RKL Wealth Management's VNQ Position: Q3 2023 in Review

RKL Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 3,163 shares — an estimated $264K sold.

RKL Wealth Management first reported a position in VNQ in Q1 2022 and held it in 6 quarters. The position peaked at $491K in Q2 2022. 1,523 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • RKL Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • RKL Wealth Management sold 3,163 Vanguard Real Estate ETF shares in Q3 2023, an estimated $264K.
  • RKL Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 6 quarters.
  • RKL Wealth Management's Vanguard Real Estate ETF position peaked at $491K in Q2 2022.
  • 1,523 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on RKL Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.