TFC Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History

TFC Financial 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 Q1	–	Sell	-191	Closed	-$15.8K	–	699
2022 Q4	$15.8K	Sell	191 -155	-45%	-$12.9K	﹤0.01%	275
2022 Q3	$28K	Sell	346 -160	-32%	-$15K	0.01%	232
2022 Q2	$46K	Buy	506 +85	+20%	+$8.47K	0.01%	210
2022 Q1	$46K	Sell	421 -125	-23%	-$13.2K	0.01%	210
2021 Q4	$63K	Sell	546 -54	-9%	-$5.9K	0.02%	202
2021 Q3	$61K	Buy	600 +209	+53%	+$22.2K	0.02%	197
2021 Q2	$40K	Sell	391 -40	-9%	-$3.97K	0.01%	218
2021 Q1	$40K	Buy	431 +129	+43%	+$11.3K	0.02%	208
2020 Q4	$26K	Sell	302 -24	-7%	-$1.99K	0.01%	233
2020 Q3	$26K	Buy	+326	New	+$26.2K	0.01%	220

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFC Financial Management's VNQ Position: Q1 2023 in Review

TFC Financial Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 191 shares — an estimated $15.8K sold.

TFC Financial Management first reported a position in VNQ in Q3 2020 and held it in 10 quarters. The position peaked at $63K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

TFC Financial Management reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
TFC Financial Management sold 191 Vanguard Real Estate ETF shares in Q1 2023, an estimated $15.8K.
TFC Financial Management first reported a position in Vanguard Real Estate ETF in Q3 2020 and held it in 10 quarters.
TFC Financial Management's Vanguard Real Estate ETF position peaked at $63K in Q4 2021.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on TFC Financial Management's 13F filing for Q1 2023, filed 8 May 2023.