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Slocum, Gordon & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Slocum, Gordon & Co’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
-50
Closed -$4.15K – 158
2023
Q1 		$4.15K Hold
50
– – ﹤0.01% 123
2022
Q4 		$4.12K Buy
+50
New +$4.15K ﹤0.01% 122

Other funds holding VNQ

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

Slocum, Gordon & Co's VNQ Position: Q2 2023 in Review

Slocum, Gordon & Co sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 50 shares — an estimated $4.15K sold.

Slocum, Gordon & Co first reported a position in VNQ in Q4 2022 and held it in 2 quarters. The position peaked at $4.15K in Q1 2023. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Slocum, Gordon & Co reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Slocum, Gordon & Co sold 50 Vanguard Real Estate ETF shares in Q2 2023, an estimated $4.15K.
  • Slocum, Gordon & Co first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Slocum, Gordon & Co's Vanguard Real Estate ETF position peaked at $4.15K in Q1 2023.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Slocum, Gordon & Co's 13F filing for Q2 2023, filed 23 Oct 2023.