Thoroughbred Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Thoroughbred Financial Services’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	-3,188	Closed	-$241K	–	626
2023 Q3	$241K	Sell	3,188 -181	-5%	-$14.9K	0.02%	502
2023 Q2	$281K	Buy	3,369 +296	+10%	+$24.3K	0.04%	342
2023 Q1	$255K	Buy	3,073 +39	+1%	+$3.35K	0.04%	353
2022 Q4	$250K	Buy	+3,034	New	+$252K	0.04%	336
2022 Q3	–	Sell	-2,520	Closed	-$229K	–	386
2022 Q2	$229K	Sell	2,520 -363	-13%	-$36.2K	0.04%	329
2022 Q1	$312K	Buy	2,883 +443	+18%	+$46.9K	0.05%	291
2021 Q4	$283K	Buy	+2,440	New	+$266K	0.06%	279

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

Thoroughbred Financial Services's VNQ Position: Q4 2023 in Review

Thoroughbred Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 3,188 shares — an estimated $241K sold.

Thoroughbred Financial Services first reported a position in VNQ in Q4 2021 and held it in 7 quarters. The position peaked at $312K in Q1 2022. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Thoroughbred Financial Services reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Thoroughbred Financial Services sold 3,188 Vanguard Real Estate ETF shares in Q4 2023, an estimated $241K.
Thoroughbred Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 7 quarters.
Thoroughbred Financial Services's Vanguard Real Estate ETF position peaked at $312K in Q1 2022.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Thoroughbred Financial Services's 13F filing for Q4 2023, filed 9 Feb 2024.