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Sebold Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sebold Capital 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
Q2 		– Sell
-4,129
Closed -$343K – 71
2023
Q1 		$343K Buy
4,129
+207
+5% +$17.8K 0.27% 50
2022
Q4 		$323K Buy
+3,922
New +$325K 0.27% 52

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Bank of America
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Empower Advisory Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sebold Capital Management's VNQ Position: Q2 2023 in Review

Sebold Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 4,129 shares — an estimated $343K sold.

Sebold Capital Management first reported a position in VNQ in Q4 2022 and held it in 2 quarters. The position peaked at $343K in Q1 2023. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Sebold Capital Management reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Sebold Capital Management sold 4,129 Vanguard Real Estate ETF shares in Q2 2023, an estimated $343K.
  • Sebold Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Sebold Capital Management's Vanguard Real Estate ETF position peaked at $343K in Q1 2023.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Sebold Capital Management's 13F filing for Q2 2023, filed 28 Jul 2023.