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TAGStone Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

TAGStone Capital’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 		– Sell
-2,425
Closed -$205K – 81
2023
Q2 		$205K Buy
2,425
+1
+0% +$82 0.15% 81
2023
Q1 		$201K Buy
+2,424
New +$208K 0.15% 80

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

TAGStone Capital's VNQ Position: Q3 2023 in Review

TAGStone Capital sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 2,425 shares — an estimated $205K sold.

TAGStone Capital first reported a position in VNQ in Q1 2023 and held it in 2 quarters. The position peaked at $205K in Q2 2023. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • TAGStone Capital reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • TAGStone Capital sold 2,425 Vanguard Real Estate ETF shares in Q3 2023, an estimated $205K.
  • TAGStone Capital first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 2 quarters.
  • TAGStone Capital's Vanguard Real Estate ETF position peaked at $205K in Q2 2023.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on TAGStone Capital's 13F filing for Q3 2023, filed 9 Nov 2023.