Syverson Strege & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Syverson Strege & Co’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	–	Sell	-9,251	Closed	-$700K	–	70
2023 Q3	$700K	Buy	9,251 +222	+2%	+$18.3K	0.31%	26
2023 Q2	$754K	Buy	9,029 +260	+3%	+$21.3K	0.32%	26
2023 Q1	$728K	Buy	8,769 +117	+1%	+$10.1K	0.31%	27
2022 Q4	$714K	Buy	8,652 +397	+5%	+$32.9K	0.32%	26
2022 Q3	$662K	Buy	8,255 +37	+0.5%	+$3.46K	0.34%	28
2022 Q2	$749K	Buy	8,218 +58	+0.7%	+$5.78K	0.28%	33
2022 Q1	$884K	Buy	8,160 +302	+4%	+$32K	0.96%	21
2021 Q4	$912K	Buy	7,858 +6,354	+422%	+$694K	0.68%	25
2021 Q3	$153K	Buy	1,504 +892	+146%	+$94.6K	0.12%	77
2021 Q2	$62K	Buy	612 +114	+23%	+$11.3K	0.06%	115
2021 Q1	$46K	Hold	498	–	–	0.05%	127
2020 Q4	$42K	Buy	+498	New	+$41.3K	0.04%	122

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

Syverson Strege & Co's VNQ Position: Q4 2023 in Review

Syverson Strege & Co sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 9,251 shares — an estimated $700K sold.

Syverson Strege & Co first reported a position in VNQ in Q4 2020 and held it in 12 quarters. The position peaked at $912K in Q4 2021. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Syverson Strege & Co reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Syverson Strege & Co sold 9,251 Vanguard Real Estate ETF shares in Q4 2023, an estimated $700K.
Syverson Strege & Co first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 12 quarters.
Syverson Strege & Co's Vanguard Real Estate ETF position peaked at $912K in Q4 2021.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Syverson Strege & Co's 13F filing for Q4 2023, filed 14 Feb 2024.