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Shilanski & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Shilanski & Associates’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
-3,264
Closed -$262K – 209
2022
Q3 		$262K Buy
+3,264
New +$305K 0.1% 112

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
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

Shilanski & Associates's VNQ Position: Q4 2022 in Review

Shilanski & Associates sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 3,264 shares — an estimated $262K sold.

Shilanski & Associates first reported a position in VNQ in Q3 2022 and held it in 1 quarter. The position peaked at $262K in Q3 2022. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Shilanski & Associates reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 3,264 Vanguard Real Estate ETF shares in Q4 2022, an estimated $262K.
  • Shilanski & Associates first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Vanguard Real Estate ETF position peaked at $262K in Q3 2022.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.