Trail Ridge Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Trail Ridge Investment 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
2022 Q3	–	Sell	-9,095	Closed	-$829K	–	143
2022 Q2	$829K	Sell	9,095 -1,838	-17%	-$183K	0.56%	54
2022 Q1	$1.19M	Buy	10,933 +32	+0.3%	+$3.39K	0.73%	46
2021 Q4	$1.26M	Buy	+10,901	New	+$1.19M	0.76%	44

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Trail Ridge Investment Advisors's VNQ Position: Q3 2022 in Review

Trail Ridge Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 9,095 shares — an estimated $829K sold.

Trail Ridge Investment Advisors first reported a position in VNQ in Q4 2021 and held it in 3 quarters. The position peaked at $1.26M in Q4 2021. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Trail Ridge Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Trail Ridge Investment Advisors sold 9,095 Vanguard Real Estate ETF shares in Q3 2022, an estimated $829K.
Trail Ridge Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 3 quarters.
Trail Ridge Investment Advisors's Vanguard Real Estate ETF position peaked at $1.26M in Q4 2021.
1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.