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Strategic Financial Concepts’s Vanguard Real Estate ETF VNQ Stock Holding History

Strategic Financial Concepts’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
Q4 		– Sell
-3,681
Closed -$359K – 340
2024
Q3 		$359K Buy
3,681
+3,098
+531% +$285K 0.11% 155
2024
Q2 		$48.8K Sell
583
-4,100
-88% -$339K 0.03% 245
2024
Q1 		$405K Buy
+4,683
New +$400K 0.1% 186
2023
Q3 		– Sell
-2,399
Closed -$200K – 288
2023
Q2 		$200K Sell
2,399
-93
-4% -$7.62K 0.07% 233
2023
Q1 		$207K Buy
+2,492
New +$214K 0.08% 214

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Strategic Financial Concepts's VNQ Position: Q4 2024 in Review

Strategic Financial Concepts sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 3,681 shares — an estimated $359K sold.

Strategic Financial Concepts first reported a position in VNQ in Q1 2023 and held it in 5 quarters. The position peaked at $405K in Q1 2024. 1,740 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Strategic Financial Concepts reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 3,681 Vanguard Real Estate ETF shares in Q4 2024, an estimated $359K.
  • Strategic Financial Concepts first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 5 quarters.
  • Strategic Financial Concepts's Vanguard Real Estate ETF position peaked at $405K in Q1 2024.
  • 1,740 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Strategic Financial Concepts's 13F filing for Q4 2024, filed 28 Jan 2025.