Sage Private Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-466	Closed	-$37K	–	177
2022 Q3	$37K	Hold	466	–	–	0.05%	91
2022 Q2	$42K	Hold	466	–	–	0.06%	87
2022 Q1	$51K	Hold	466	–	–	0.05%	87
2021 Q4	$54K	Hold	466	–	–	0.07%	83
2021 Q3	$47K	Hold	466	–	–	0.06%	83
2021 Q2	$47K	Hold	466	–	–	0.06%	83
2021 Q1	$43K	Hold	466	–	–	0.07%	89
2020 Q4	$40K	Buy	+466	New	+$38.6K	0.11%	74

Other funds holding VNQ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Sage Private Wealth Group's VNQ Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 466 shares — an estimated $37K sold.

Sage Private Wealth Group first reported a position in VNQ in Q4 2020 and held it in 8 quarters. The position peaked at $54K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

Sage Private Wealth Group reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 466 Vanguard Real Estate ETF shares in Q4 2022, an estimated $37K.
Sage Private Wealth Group first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Vanguard Real Estate ETF position peaked at $54K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.