StrategIQ Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

StrategIQ Financial Group’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	$812K	Buy	9,192 +335	+4%	+$26.6K	0.09%	165
2023 Q3	$670K	Buy	8,857 +1,201	+16%	+$99K	0.08%	179
2023 Q2	$640K	Buy	7,656 +526	+7%	+$43.1K	0.07%	185
2023 Q1	$592K	Buy	7,130 +1,154	+19%	+$99.2K	0.07%	178
2022 Q4	$493K	Buy	5,976 +1,365	+30%	+$113K	0.06%	194
2022 Q3	$370K	Buy	4,611 +2,358	+105%	+$220K	0.05%	205
2022 Q2	$205K	Hold	2,253	–	–	0.02%	271
2022 Q1	$244K	Hold	2,253	–	–	0.03%	272
2021 Q4	$261K	Buy	+2,253	New	+$246K	0.03%	262
2018 Q3	–	Sell	-2,609	Closed	-$212K	–	189
2018 Q2	$212K	Sell	2,609 -484	-16%	-$37.5K	0.07%	170
2018 Q1	$233K	Buy	+3,093	New	+$237K	0.09%	153
2017 Q1	–	Sell	-2,728	Closed	-$225K	–	137
2016 Q4	$225K	Buy	+2,728	New	+$222K	0.11%	119

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

StrategIQ Financial Group's VNQ Position: Q4 2023 in Review

StrategIQ Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 3.8% in Q4 2023, buying an estimated $26.6K and bringing the position to 9,192 shares worth $812K. The position accounts for 0.09% of the portfolio, ranked #165.

StrategIQ Financial Group first reported a position in VNQ in Q4 2016 and has held it in 12 quarters since. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

StrategIQ Financial Group held 9,192 shares of Vanguard Real Estate ETF worth $812K as of Q4 2023.
StrategIQ Financial Group bought 335 Vanguard Real Estate ETF shares in Q4 2023, an estimated $26.6K.
Vanguard Real Estate ETF made up 0.09% of StrategIQ Financial Group's portfolio in Q4 2023, its #165 holding.
StrategIQ Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 12 quarters since.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.