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

Sutton 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	$76	Hold	1	–	–	﹤0.01%	856
2023 Q2	$84	Hold	1	–	–	﹤0.01%	849
2023 Q1	$83	Hold	1	–	–	﹤0.01%	799
2022 Q4	$82	Hold	1	–	–	﹤0.01%	1648
2022 Q3	$80	Hold	1	–	–	﹤0.01%	1625
2022 Q2	$91	Hold	1	–	–	﹤0.01%	1629
2022 Q1	$108	Hold	1	–	–	﹤0.01%	1616
2021 Q4	$116	Hold	1	–	–	﹤0.01%	1660
2021 Q3	$102	Hold	1	–	–	﹤0.01%	1308
2021 Q2	$102	Hold	1	–	–	﹤0.01%	1279
2021 Q1	$92	Hold	1	–	–	﹤0.01%	1249
2020 Q4	$85	Hold	1	–	–	﹤0.01%	1227
2020 Q3	$79	Hold	1	–	–	﹤0.01%	1212
2020 Q2	$79	Hold	1	–	–	﹤0.01%	1195
2020 Q1	$70	Hold	1	–	–	﹤0.01%	1192
2019 Q4	$93	Hold	1	–	–	﹤0.01%	1162
2019 Q3	$93	Hold	1	–	–	﹤0.01%	1172
2019 Q2	$87	Hold	1	–	–	﹤0.01%	1158
2019 Q1	$87	Hold	1	–	–	﹤0.01%	1166
2018 Q4	$75	Hold	1	–	–	﹤0.01%	1125
2018 Q3	$81	Sell	1 -15	-94%	-$1.24K	﹤0.01%	1123
2018 Q2	$1.3K	Hold	16	–	–	﹤0.01%	1039
2018 Q1	$1.21K	Buy	+16	New	+$1.23K	﹤0.01%	1034

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

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

Sutton Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2023 at 1 share worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Sutton Wealth Advisors first reported a position in VNQ in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.3K in Q2 2018. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Sutton Wealth Advisors held 1 share of Vanguard Real Estate ETF worth $76 as of Q3 2023.
Sutton Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q3 2023.
Vanguard Real Estate ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #856 holding.
Sutton Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2018 and has held it in 23 quarters since.
Sutton Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.3K in Q2 2018.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.