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Summit Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Summit Wealth 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
Q2 		– Sell
-66,598
Closed -$1K – 255
2023
Q1 		$1K Buy
+66,598
New +$5.72M 0.02% 149

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

Summit Wealth Group's VNQ Position: Q2 2023 in Review

Summit Wealth Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 66,598 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in VNQ in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Summit Wealth Group reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 66,598 Vanguard Real Estate ETF shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Vanguard Real Estate ETF position peaked at $1K in Q1 2023.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.