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

Selective 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	-3,145	Closed	-$264K	–	112
2023 Q2	$264K	Buy	+3,145	New	+$258K	0.13%	85
2022 Q4	$405K	Sell	4,614 -1,112	-19%	-$92.2K	0.21%	64
2022 Q3	$459K	Sell	5,726 -513	-8%	-$48K	0.2%	64
2022 Q2	$568K	Buy	6,239 +1,042	+20%	+$104K	0.2%	69
2022 Q1	$563K	Buy	5,197 +4,167	+405%	+$441K	0.2%	59
2021 Q4	$120K	Buy	1,030 +9	+0.9%	+$983	0.05%	178
2021 Q3	$104K	Buy	1,021 +6	+0.6%	+$636	0.06%	180
2021 Q2	$103K	Buy	1,015 +8	+0.8%	+$793	0.08%	118
2021 Q1	$93K	Sell	1,007 -26	-3%	-$2.29K	0.08%	87
2020 Q4	$88K	Buy	1,033 +54	+6%	+$4.48K	0.06%	83
2020 Q3	$77K	Buy	979 +10	+1%	+$803	0.06%	85
2020 Q2	$76K	Hold	969	–	–	0.06%	88
2020 Q1	$67K	Buy	969 +8	+0.8%	+$703	0.1%	55
2019 Q4	$89K	Sell	961 -3	-0.3%	-$278	0.11%	54
2019 Q3	$90K	Buy	+964	New	+$87.5K	0.12%	58
2018 Q3	$3K	Buy	+39	New	+$3.21K	0.04%	137

Other funds holding VNQ

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Selective Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 3,145 shares — an estimated $264K sold.

Selective Wealth Management first reported a position in VNQ in Q3 2018 and held it in 16 quarters. The position peaked at $568K in Q2 2022. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Selective Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 3,145 Vanguard Real Estate ETF shares in Q3 2023, an estimated $264K.
Selective Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 16 quarters.
Selective Wealth Management's Vanguard Real Estate ETF position peaked at $568K in Q2 2022.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.