Schaper Benz & Wise Investment Counsel’s Vanguard Real Estate ETF VNQ Stock Holding History

Schaper Benz & Wise Investment Counsel’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	-3,170	Closed	-$254K	–	142
2022 Q3	$254K	Sell	3,170 -600	-16%	-$56.1K	0.03%	126
2022 Q2	$343K	Hold	3,770	–	–	0.04%	119
2022 Q1	$409K	Hold	3,770	–	–	0.04%	116
2021 Q4	$437K	Buy	+3,770	New	+$412K	0.04%	115

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

Schaper Benz & Wise Investment Counsel's VNQ Position: Q4 2022 in Review

Schaper Benz & Wise Investment Counsel sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 3,170 shares — an estimated $254K sold.

Schaper Benz & Wise Investment Counsel first reported a position in VNQ in Q4 2021 and held it in 4 quarters. The position peaked at $437K in Q4 2021. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

Schaper Benz & Wise Investment Counsel reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 3,170 Vanguard Real Estate ETF shares in Q4 2022, an estimated $254K.
Schaper Benz & Wise Investment Counsel first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 4 quarters.
Schaper Benz & Wise Investment Counsel's Vanguard Real Estate ETF position peaked at $437K in Q4 2021.
1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q4 2022, filed 25 Jan 2023.