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VNQ icon

StrongBox Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

StrongBox Wealth’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
Q2 		– Sell
-2,548
Closed -$212K – 89
2023
Q1 		$212K Sell
2,548
-274
-10% -$23.5K 0.14% 84
2022
Q4 		$233K Sell
2,822
-32
-1% -$2.65K 0.16% 71
2022
Q3 		$229K Sell
2,854
-228
-7% -$21.3K 0.17% 72
2022
Q2 		$281K Buy
3,082
+274
+10% +$27.3K 0.18% 72
2022
Q1 		$304K Sell
2,808
-486
-15% -$51.4K 0.17% 77
2021
Q4 		$382K Sell
3,294
-105
-3% -$11.5K 0.19% 80
2021
Q3 		$346K Hold
3,399
– – 0.19% 83
2021
Q2 		$346K Sell
3,399
-50
-1% -$4.96K 0.2% 79
2021
Q1 		$317K Sell
3,449
-56
-2% -$4.92K 0.2% 73
2020
Q4 		$298K Sell
3,505
-2,591
-43% -$215K 0.19% 75
2020
Q3 		$481K Sell
6,096
-11,142
-65% -$894K 0.35% 55
2020
Q2 		$1.35M Sell
17,238
-18,172
-51% -$1.38M 1.23% 26
2020
Q1 		$2.47M Buy
+35,410
New +$3.11M 2.81% 9

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

StrongBox Wealth's VNQ Position: Q2 2023 in Review

StrongBox Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 2,548 shares — an estimated $212K sold.

StrongBox Wealth first reported a position in VNQ in Q1 2020 and held it in 13 quarters. The position peaked at $2.47M in Q1 2020. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • StrongBox Wealth reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • StrongBox Wealth sold 2,548 Vanguard Real Estate ETF shares in Q2 2023, an estimated $212K.
  • StrongBox Wealth first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 13 quarters.
  • StrongBox Wealth's Vanguard Real Estate ETF position peaked at $2.47M in Q1 2020.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on StrongBox Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.