Stone Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Stone Asset 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 Q1	$304K	Sell	3,659 -13,215	-78%	-$1.14M	0.49%	28
2022 Q4	$1.39M	Buy	16,874 +1,348	+9%	+$112K	0.86%	20
2022 Q3	$1.25M	Buy	15,526 +3,654	+31%	+$342K	0.81%	19
2022 Q2	$1.08M	Buy	11,872 +2,584	+28%	+$258K	0.68%	27
2022 Q1	$1.01M	Buy	9,288 +239	+3%	+$25.3K	0.56%	28
2021 Q4	$1.05M	Buy	+9,049	New	+$988K	0.62%	20

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

Stone Asset Management's VNQ Position: Q1 2023 in Review

Stone Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 78% in Q1 2023, selling an estimated $1.14M and leaving 3,659 shares worth $304K. The position accounts for 0.49% of the portfolio, ranked #28.

Stone Asset Management first reported a position in VNQ in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Stone Asset Management held 3,659 shares of Vanguard Real Estate ETF worth $304K as of Q1 2023.
Stone Asset Management sold 13,215 Vanguard Real Estate ETF shares in Q1 2023, an estimated $1.14M.
Vanguard Real Estate ETF made up 0.49% of Stone Asset Management's portfolio in Q1 2023, its #28 holding.
Stone Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's Vanguard Real Estate ETF position peaked at $1.39M in Q4 2022.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.