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

Ten Capital 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 Q2	$1.14M	Sell	13,546 -276	-2%	-$22.6K	0.33%	35
2023 Q1	$1.15M	Buy	13,822 +1,383	+11%	+$119K	0.37%	32
2022 Q4	$1.03M	Buy	12,439 +4,050	+48%	+$336K	0.41%	34
2022 Q3	$673K	Sell	8,389 -1,554	-16%	-$145K	0.31%	39
2022 Q2	$906K	Buy	9,943 +3,635	+58%	+$362K	0.39%	36
2022 Q1	$684K	Buy	6,308 +2,427	+63%	+$257K	0.29%	36
2021 Q4	$450K	Buy	3,881 +711	+22%	+$77.7K	0.18%	42
2021 Q3	$323K	Buy	3,170 +1,834	+137%	+$195K	0.15%	49
2021 Q2	$136K	Hold	1,336	–	–	0.03%	137
2021 Q1	$122K	Buy	1,336 +392	+42%	+$34.5K	0.03%	137
2020 Q4	$80K	Buy	+944	New	+$78.3K	0.02%	147

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Ten Capital Wealth Advisors's VNQ Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 2% in Q2 2023, selling an estimated $22.6K and leaving 13,546 shares worth $1.14M. The position accounts for 0.33% of the portfolio, ranked #35.

Ten Capital Wealth Advisors first reported a position in VNQ in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2023. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Ten Capital Wealth Advisors held 13,546 shares of Vanguard Real Estate ETF worth $1.14M as of Q2 2023.
Ten Capital Wealth Advisors sold 276 Vanguard Real Estate ETF shares in Q2 2023, an estimated $22.6K.
Vanguard Real Estate ETF made up 0.33% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #35 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.15M in Q1 2023.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.