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

Taylor Hoffman 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
2023
Q4 		– Sell
-3,205
Closed -$242K – 111
2023
Q3 		$242K Sell
3,205
-100
-3% -$8.24K 0.13% 101
2023
Q2 		$276K Sell
3,305
-86
-3% -$7.05K 0.14% 97
2023
Q1 		$282K Buy
3,391
+27
+0.8% +$2.32K 0.15% 93
2022
Q4 		$277K Sell
3,364
-1,433
-30% -$119K 0.17% 84
2022
Q3 		$385K Buy
4,797
+42
+0.9% +$3.93K 0.2% 89
2022
Q2 		$441K Sell
4,755
-5
-0.1% -$498 0.22% 89
2022
Q1 		$516K Buy
4,760
+303
+7% +$32.1K 0.21% 87
2021
Q4 		$517K Buy
4,457
+1,642
+58% +$179K 0.2% 87
2021
Q3 		$291K Buy
2,815
+335
+14% +$35.5K 0.12% 113
2021
Q2 		$252K Buy
2,480
+1
+0% +$99 0.11% 117
2021
Q1 		$228K Buy
+2,479
New +$218K 0.1% 116
2020
Q3 		– Sell
-178
Closed -$14K – 351
2020
Q2 		$14K Buy
+178
New +$13.5K 0.01% 278
2020
Q1 		– Sell
-178
Closed -$17K – 371
2019
Q4 		$17K Hold
178
– – 0.01% 281
2019
Q3 		$17K Hold
178
– – 0.01% 277
2019
Q2 		$16K Hold
178
– – 0.01% 267
2019
Q1 		$15K Hold
178
– – 0.01% 271
2018
Q4 		$13K Sell
178
-29
-14% -$2.29K 0.01% 270
2018
Q3 		$17K Hold
207
– – 0.01% 254
2018
Q2 		$17K Sell
207
-1,718
-89% -$133K 0.01% 234
2018
Q1 		$145K Sell
1,925
-11,409
-86% -$873K 0.13% 114
2017
Q4 		$1.11M Buy
+13,334
New +$1.12M 1.06% 25

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Taylor Hoffman Wealth Management's VNQ Position: Q4 2023 in Review

Taylor Hoffman Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 3,205 shares — an estimated $242K sold.

Taylor Hoffman Wealth Management first reported a position in VNQ in Q4 2017 and held it in 21 quarters. The position peaked at $1.11M in Q4 2017. 1,672 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Taylor Hoffman Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 3,205 Vanguard Real Estate ETF shares in Q4 2023, an estimated $242K.
  • Taylor Hoffman Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 21 quarters.
  • Taylor Hoffman Wealth Management's Vanguard Real Estate ETF position peaked at $1.11M in Q4 2017.
  • 1,672 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.