TF
VNQ icon

TimeScale Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

TimeScale Financial’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 		$11.6K Hold
139
– – ﹤0.01% 348
2023
Q1 		$11.6K Buy
139
+3
+2% +$258 ﹤0.01% 336
2022
Q4 		$10.9K Buy
136
+1
+0.7% +$83 ﹤0.01% 285
2022
Q3 		$11K Buy
135
+1
+0.7% +$94 ﹤0.01% 290
2022
Q2 		$12K Hold
134
– – ﹤0.01% 268
2022
Q1 		$14K Buy
134
+1
+0.8% +$106 ﹤0.01% 270
2021
Q4 		$15K Buy
133
+2
+2% +$218 ﹤0.01% 263
2021
Q3 		$13K Hold
131
– – ﹤0.01% 284
2021
Q2 		$13K Buy
131
+1
+0.8% +$99 ﹤0.01% 286
2021
Q1 		$12K Buy
130
+1
+0.8% +$88 ﹤0.01% 303
2020
Q4 		$11K Sell
129
-115
-47% -$9.54K ﹤0.01% 275
2020
Q3 		$20K Buy
244
+2
+0.8% +$161 0.01% 226
2020
Q2 		$19K Sell
242
-38
-14% -$2.88K 0.01% 229
2020
Q1 		$19K Sell
280
-8,731
-97% -$767K 0.01% 214
2019
Q4 		$836K Sell
9,011
-1,756
-16% -$163K 0.25% 31
2019
Q3 		$1M Sell
10,767
-2,136
-17% -$194K 0.34% 25
2019
Q2 		$1.13M Sell
12,903
-1,931
-13% -$169K 0.42% 23
2019
Q1 		$1.29M Sell
14,834
-2,800
-16% -$231K 0.57% 23
2018
Q4 		$1.31M Buy
+17,634
New +$1.39M 0.76% 22

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $45.6B AUM 18.83% 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

TimeScale Financial's VNQ Position: Q2 2023 in Review

TimeScale Financial held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2023 at 139 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

TimeScale Financial first reported a position in VNQ in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.31M in Q4 2018. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • TimeScale Financial held 139 shares of Vanguard Real Estate ETF worth $11.6K as of Q2 2023.
  • TimeScale Financial left its Vanguard Real Estate ETF share count unchanged in Q2 2023.
  • Vanguard Real Estate ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #348 holding.
  • TimeScale Financial first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 19 quarters since.
  • TimeScale Financial's Vanguard Real Estate ETF position peaked at $1.31M in Q4 2018.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.