TFP
VNQ icon

Tilia Fiduciary Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Tilia Fiduciary Partners’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
-78
Closed -$6.52K – 485
2023
Q2 		$6.52K Buy
78
+52
+200% +$4.26K 0.01% 412
2023
Q1 		$2.16K Hold
26
– – ﹤0.01% 465
2022
Q4 		$2.14K Sell
26
-136
-84% -$11.3K ﹤0.01% 459
2022
Q3 		$13K Sell
162
-11
-6% -$1.03K 0.01% 346
2022
Q2 		$16K Sell
173
-12
-6% -$1.2K 0.02% 336
2022
Q1 		$20K Buy
185
+23
+14% +$2.43K 0.02% 325
2021
Q4 		$19K Buy
+162
New +$17.7K 0.02% 346

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 $52B AUM 24.53% 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

Tilia Fiduciary Partners's VNQ Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 78 shares — an estimated $6.52K sold.

Tilia Fiduciary Partners first reported a position in VNQ in Q4 2021 and held it in 7 quarters. The position peaked at $20K in Q1 2022. 1,523 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 78 Vanguard Real Estate ETF shares in Q3 2023, an estimated $6.52K.
  • Tilia Fiduciary Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Vanguard Real Estate ETF position peaked at $20K in Q1 2022.
  • 1,523 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.