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Signet Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Signet Financial 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
2022
Q4 		– Sell
-45,773
Closed -$3.67M – 271
2022
Q3 		$3.67M Sell
45,773
-1,890
-4% -$177K 0.72% 34
2022
Q2 		$4.34M Buy
47,663
+1,097
+2% +$109K 0.83% 28
2022
Q1 		$5.05M Buy
46,566
+375
+0.8% +$39.7K 0.84% 28
2021
Q4 		$5.36M Sell
46,191
-1,468
-3% -$160K 0.81% 31
2021
Q3 		$4.85M Buy
+47,659
New +$5.05M 0.84% 32
2021
Q2 		– Sell
-39,992
Closed -$3.67M – 234
2021
Q1 		$3.67M Buy
+39,992
New +$3.51M 0.69% 37
2020
Q1 		– Sell
-3,199
Closed -$297K – 270
2019
Q4 		$297K Buy
3,199
+33
+1% +$3.06K 0.06% 209
2019
Q3 		$289K Sell
3,166
-346
-10% -$31.4K 0.06% 198
2019
Q2 		$310K Sell
3,512
-148
-4% -$13K 0.06% 194
2019
Q1 		$318K Sell
3,660
-172
-4% -$14.2K 0.06% 190
2018
Q4 		$286K Buy
3,832
+778
+25% +$61.3K 0.06% 193
2018
Q3 		$246K Sell
3,054
-1,386
-31% -$114K 0.04% 206
2018
Q2 		$362K Sell
4,440
-652
-13% -$50.5K 0.06% 179
2018
Q1 		$384K Sell
5,092
-1,696
-25% -$130K 0.07% 164
2017
Q4 		$563K Sell
6,788
-910
-12% -$76.3K 0.1% 142
2017
Q3 		$640K Buy
7,698
+200
+3% +$16.7K 0.13% 131
2017
Q2 		$624K Sell
7,498
-319
-4% -$26.6K 0.13% 135
2017
Q1 		$646K Buy
7,817
+668
+9% +$55.4K 0.14% 133
2016
Q4 		$590K Sell
7,149
-391
-5% -$31.8K 0.14% 113
2016
Q3 		$654K Buy
7,540
+601
+9% +$53.6K 0.15% 105
2016
Q2 		$615K Buy
6,939
+1,123
+19% +$94.4K 0.14% 106
2016
Q1 		$487K Sell
5,816
-1,833
-24% -$143K 0.1% 116
2015
Q4 		$610K Buy
7,649
+2,977
+64% +$236K 0.12% 101
2015
Q3 		$353K Sell
4,672
-570
-11% -$43.8K 0.08% 120
2015
Q2 		$392K Sell
5,242
-472
-8% -$37.7K 0.09% 117
2015
Q1 		$482K Sell
5,714
-213
-4% -$18.1K 0.13% 104
2014
Q4 		$480K Buy
+5,927
New +$465K 0.18% 91

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Signet Financial Management's VNQ Position: Q4 2022 in Review

Signet Financial Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 45,773 shares — an estimated $3.67M sold.

Signet Financial Management first reported a position in VNQ in Q4 2014 and held it in 27 quarters. The position peaked at $5.36M in Q4 2021. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Signet Financial Management reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Signet Financial Management sold 45,773 Vanguard Real Estate ETF shares in Q4 2022, an estimated $3.67M.
  • Signet Financial Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 27 quarters.
  • Signet Financial Management's Vanguard Real Estate ETF position peaked at $5.36M in Q4 2021.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Signet Financial Management's 13F filing for Q4 2022, filed 14 Feb 2023.