Spartan Planning & Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Spartan Planning & 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
2023 Q4	$88	Sell	1 -2	-67%	-$159	﹤0.01%	190
2023 Q3	$227	Buy	+3	New	+$247	﹤0.01%	141
2022 Q4	$247	Hold	3	–	–	﹤0.01%	145
2022 Q3	$0	Hold	3	–	–	﹤0.01%	121
2022 Q2	$0	Sell	3 -5,781	-100%	-$576K	﹤0.01%	157
2022 Q1	$627K	Buy	+5,784	New	+$612K	0.78%	22

Other funds holding VNQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Spartan Planning & Wealth Management's VNQ Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 67% in Q4 2023, selling an estimated $159 and leaving 1 share worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Spartan Planning & Wealth Management first reported a position in VNQ in Q1 2022 and has held it in 6 quarters since. The position peaked at $627K in Q1 2022. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Spartan Planning & Wealth Management held 1 share of Vanguard Real Estate ETF worth $88 as of Q4 2023.
Spartan Planning & Wealth Management sold 2 Vanguard Real Estate ETF shares in Q4 2023, an estimated $159.
Vanguard Real Estate ETF made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #190 holding.
Spartan Planning & Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 6 quarters since.
Spartan Planning & Wealth Management's Vanguard Real Estate ETF position peaked at $627K in Q1 2022.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.