Strategies Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Strategies Wealth 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 Q3	–	Sell	-3,465	Closed	-$290K	–	85
2023 Q2	$290K	Sell	3,465 -786	-18%	-$64.4K	0.06%	71
2023 Q1	$353K	Sell	4,251 -124	-3%	-$10.7K	0.08%	62
2022 Q4	$361K	Buy	+4,375	New	+$363K	0.09%	59
2022 Q2	$469K	Buy	5,143 +2,496	+94%	+$249K	0.13%	57
2022 Q1	$287K	Hold	2,647	–	–	0.08%	72
2021 Q4	$307K	Buy	+2,647	New	+$289K	0.09%	69

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Strategies Wealth Advisors's VNQ Position: Q3 2023 in Review

Strategies Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 3,465 shares — an estimated $290K sold.

Strategies Wealth Advisors first reported a position in VNQ in Q4 2021 and held it in 6 quarters. The position peaked at $469K in Q2 2022. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Strategies Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Strategies Wealth Advisors sold 3,465 Vanguard Real Estate ETF shares in Q3 2023, an estimated $290K.
Strategies Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 6 quarters.
Strategies Wealth Advisors's Vanguard Real Estate ETF position peaked at $469K in Q2 2022.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Strategies Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.