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RMR Wealth Builders’s Vanguard Real Estate ETF VNQ Stock Holding History

RMR Wealth Builders’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
Q4 		– Sell
-2,810
Closed -$213K – 246
2023
Q3 		$213K Sell
2,810
-924
-25% -$76.2K 0.03% 217
2023
Q2 		$316K Sell
3,734
-141
-4% -$11.6K 0.05% 164
2023
Q1 		$322K Sell
3,875
-1,065
-22% -$91.5K 0.06% 160
2022
Q4 		$407K Sell
4,940
-136
-3% -$11.3K 0.09% 117
2022
Q3 		$407K Sell
5,076
-666
-12% -$62.3K 0.1% 110
2022
Q2 		$523K Buy
5,742
+626
+12% +$62.4K 0.13% 103
2022
Q1 		$554K Sell
5,116
-1,662
-25% -$176K 0.12% 112
2021
Q4 		$786K Sell
6,778
-1,059
-14% -$116K 0.23% 44
2021
Q3 		$798K Buy
7,837
+1,131
+17% +$120K 0.23% 67
2021
Q2 		$683K Sell
6,706
-1,572
-19% -$156K 0.22% 75
2021
Q1 		$760K Buy
8,278
+4,451
+116% +$391K 0.2% 73
2020
Q4 		$325K Sell
3,827
-4,832
-56% -$401K 0.16% 104
2020
Q3 		$684K Buy
8,659
+6,949
+406% +$558K 0.18% 88
2020
Q2 		$134K Buy
+1,710
New +$130K 0.12% 143
2019
Q4 		$101K Buy
+1,091
New +$101K 0.1% 166

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

RMR Wealth Builders's VNQ Position: Q4 2023 in Review

RMR Wealth Builders sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 2,810 shares — an estimated $213K sold.

RMR Wealth Builders first reported a position in VNQ in Q4 2019 and held it in 15 quarters. The position peaked at $798K in Q3 2021. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • RMR Wealth Builders reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 2,810 Vanguard Real Estate ETF shares in Q4 2023, an estimated $213K.
  • RMR Wealth Builders first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 15 quarters.
  • RMR Wealth Builders's Vanguard Real Estate ETF position peaked at $798K in Q3 2021.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on RMR Wealth Builders's 13F filing for Q4 2023, filed 6 Feb 2024.