SWM
VNQ icon

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

Soundmark 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
2024
Q2 		– Sell
-21,446
Closed -$1.85M – 56
2024
Q1 		$1.85M Sell
21,446
-138
-0.6% -$11.8K 0.82% 29
2023
Q4 		$1.91M Buy
21,584
+495
+2% +$39.2K 0.94% 28
2023
Q3 		$1.6M Sell
21,089
-55
-0.3% -$4.54K 0.89% 28
2023
Q2 		$1.77M Buy
21,144
+530
+3% +$43.4K 0.99% 28
2023
Q1 		$1.71M Buy
20,614
+1,223
+6% +$105K 1.02% 29
2022
Q4 		$1.6M Buy
19,391
+1,793
+10% +$149K 1.03% 27
2022
Q3 		$1.41M Buy
17,598
+1,456
+9% +$136K 0.99% 26
2022
Q2 		$1.47M Buy
16,142
+3,359
+26% +$335K 1.05% 25
2022
Q1 		$1.39M Buy
12,783
+388
+3% +$41.1K 0.97% 27
2021
Q4 		$1.44M Sell
12,395
-18,754
-60% -$2.05M 0.98% 27
2021
Q3 		$3.17M Buy
31,149
+3,493
+13% +$370K 1.14% 20
2021
Q2 		$2.83M Buy
27,656
+2,596
+10% +$257K 1.16% 18
2021
Q1 		$2.3M Buy
25,060
+4,663
+23% +$410K 1.26% 17
2020
Q4 		$1.73M Buy
+20,397
New +$1.69M 1.11% 19

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Soundmark Wealth Management's VNQ Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 21,446 shares — an estimated $1.85M sold.

Soundmark Wealth Management first reported a position in VNQ in Q4 2020 and held it in 14 quarters. The position peaked at $3.17M in Q3 2021. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 21,446 Vanguard Real Estate ETF shares in Q2 2024, an estimated $1.85M.
  • Soundmark Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Vanguard Real Estate ETF position peaked at $3.17M in Q3 2021.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.