SMI Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

SMI Advisory Services’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
2024 Q4	–	Sell	-2,736	Closed	-$260K	–	58
2024 Q3	$260K	Buy	+2,736	New	+$252K	0.06%	48
2024 Q1	–	Sell	-201,350	Closed	-$17.4M	–	76
2023 Q4	$17.4M	Buy	+201,350	New	+$16M	4.41%	9
2022 Q3	–	Sell	-2,588	Closed	-$236K	–	43
2022 Q2	$236K	Sell	2,588 -404,099	-99%	-$40.3M	0.08%	34
2022 Q1	$44.1M	Buy	406,687 +15,981	+4%	+$1.69M	15.41%	1
2021 Q4	$45.3M	Buy	390,706 +21,677	+6%	+$2.37M	17.24%	1
2021 Q3	$37.6M	Sell	369,029 -8	-0%	-$848	16.82%	2
2021 Q2	$37.6M	Buy	369,037 +16,360	+5%	+$1.62M	16.1%	1
2021 Q1	$32.4M	Buy	+352,677	New	+$31M	14.7%	2

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

SMI Advisory Services's VNQ Position: Q4 2024 in Review

SMI Advisory Services sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,736 shares — an estimated $260K sold.

SMI Advisory Services first reported a position in VNQ in Q1 2021 and held it in 8 quarters. The position peaked at $45.3M in Q4 2021. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

SMI Advisory Services reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
SMI Advisory Services sold 2,736 Vanguard Real Estate ETF shares in Q4 2024, an estimated $260K.
SMI Advisory Services first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 8 quarters.
SMI Advisory Services's Vanguard Real Estate ETF position peaked at $45.3M in Q4 2021.
1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on SMI Advisory Services's 13F filing for Q4 2024, filed 17 Jan 2025.