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Sugarloaf Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$51.3K Buy
576
+11
+2% +$1.04K 0.01% 292
2024
Q3 		$55.1K Buy
565
+7
+1% +$645 0.01% 294
2024
Q2 		$46.8K Hold
558
– – 0.01% 300
2024
Q1 		$48.3K Buy
558
+4
+0.7% +$342 0.01% 293
2023
Q4 		$48.9K Buy
554
+12
+2% +$951 0.01% 290
2023
Q3 		$41K Buy
542
+6
+1% +$495 0.01% 307
2023
Q2 		$44.8K Buy
536
+1
+0.2% +$82 0.01% 302
2023
Q1 		$44.5K Sell
535
-34
-6% -$2.92K 0.01% 307
2022
Q4 		$46.9K Buy
569
+7
+1% +$580 0.01% 293
2022
Q3 		$46K Buy
562
+6
+1% +$561 0.01% 296
2022
Q2 		$51K Buy
556
+3
+0.5% +$299 0.01% 282
2022
Q1 		$60K Buy
553
+3
+0.5% +$317 0.01% 259
2021
Q4 		$64K Buy
550
+5
+0.9% +$546 0.02% 260
2021
Q3 		$55K Buy
545
+3
+0.6% +$318 0.01% 254
2021
Q2 		$55K Sell
542
-1,456
-73% -$144K 0.02% 258
2021
Q1 		$3 Buy
1,998
+1,961
+5,300% +$172K ﹤0.01% 651
2020
Q4 		$3K Buy
37
+1
+3% +$83 ﹤0.01% 616
2020
Q3 		$3K Hold
36
– – ﹤0.01% 594
2020
Q2 		$3K Hold
36
– – ﹤0.01% 586
2020
Q1 		$3K Hold
36
– – ﹤0.01% 579
2019
Q4 		$3K Buy
+36
New +$3.33K ﹤0.01% 615

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sugarloaf Wealth Management's VNQ Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 1.9% in Q4 2024, buying an estimated $1.04K and bringing the position to 576 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #292.

Sugarloaf Wealth Management first reported a position in VNQ in Q4 2019 and has held it in 21 quarters since. The position peaked at $64K in Q4 2021. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Sugarloaf Wealth Management held 576 shares of Vanguard Real Estate ETF worth $51.3K as of Q4 2024.
  • Sugarloaf Wealth Management bought 11 Vanguard Real Estate ETF shares in Q4 2024, an estimated $1.04K.
  • Vanguard Real Estate ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #292 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Vanguard Real Estate ETF position peaked at $64K in Q4 2021.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.