Source Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Source Financial Advisors’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 Q1	–	Sell	-4,404	Closed	-$363K	–	132
2022 Q4	$363K	Buy	4,404 +79	+2%	+$6.55K	0.14%	91
2022 Q3	$347K	Sell	4,325 -8,985	-68%	-$840K	0.14%	84
2022 Q2	$1.21M	Sell	13,310 -205	-2%	-$20.4K	0.48%	45
2022 Q1	$1.47M	Buy	13,515 +2,628	+24%	+$278K	0.43%	39
2021 Q4	$1.26M	Buy	10,887 +896	+9%	+$97.9K	0.34%	50
2021 Q3	$1.02M	Buy	9,991 +335	+3%	+$35.5K	0.26%	50
2021 Q2	$983K	Sell	9,656 -1,886	-16%	-$187K	0.25%	49
2021 Q1	$1.06M	Sell	11,542 -543	-4%	-$47.7K	0.28%	50
2020 Q4	$1.03M	Buy	+12,085	New	+$1M	0.28%	46

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Source Financial Advisors's VNQ Position: Q1 2023 in Review

Source Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 4,404 shares — an estimated $363K sold.

Source Financial Advisors first reported a position in VNQ in Q4 2020 and held it in 9 quarters. The position peaked at $1.47M in Q1 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Source Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Source Financial Advisors sold 4,404 Vanguard Real Estate ETF shares in Q1 2023, an estimated $363K.
Source Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 9 quarters.
Source Financial Advisors's Vanguard Real Estate ETF position peaked at $1.47M in Q1 2022.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Source Financial Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.