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

Stapp 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
2022
Q4 		– Sell
-110
Closed -$9K – 106
2022
Q3 		$9K Buy
+110
New +$10.3K 0.03% 62

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Stapp Wealth Management's VNQ Position: Q4 2022 in Review

Stapp Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 110 shares — an estimated $9K sold.

Stapp Wealth Management first reported a position in VNQ in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Stapp Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 110 Vanguard Real Estate ETF shares in Q4 2022, an estimated $9K.
  • Stapp Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Vanguard Real Estate ETF position peaked at $9K in Q3 2022.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.