Transform Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Transform Wealth’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
2024 Q2	–	Sell	-7,001	Closed	-$605K	–	232
2024 Q1	$605K	Sell	7,001 -31,318	-82%	-$2.68M	0.06%	138
2023 Q4	$3.39M	Buy	+38,319	New	+$3.04M	0.33%	89
2021 Q1	–	Sell	-24,102	Closed	-$2.05M	–	205
2020 Q4	$2.05M	Buy	+24,102	New	+$2M	0.43%	72
2020 Q2	–	Sell	-4,152	Closed	-$290K	–	239
2020 Q1	$290K	Buy	+4,152	New	+$365K	0.06%	173
2018 Q1	–	Sell	-13,617	Closed	-$1.13M	–	256
2017 Q4	$1.13M	Hold	13,617	–	–	0.21%	141
2017 Q3	$1.13M	Buy	+13,617	New	+$1.14M	0.39%	94
2017 Q2	–	Sell	-14,842	Closed	-$1.23M	–	182
2017 Q1	$1.23M	Buy	14,842 +1,226	+9%	+$102K	0.46%	70
2016 Q4	$1.12M	Sell	13,616 -270	-2%	-$22K	0.45%	73
2016 Q3	$1.2M	Sell	13,886 -100	-0.7%	-$8.92K	0.52%	65
2016 Q2	$1.24M	Buy	+13,986	New	+$1.18M	0.52%	64

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Transform Wealth's VNQ Position: Q2 2024 in Review

Transform Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 7,001 shares — an estimated $605K sold.

Transform Wealth first reported a position in VNQ in Q2 2016 and held it in 10 quarters. The position peaked at $3.39M in Q4 2023. 1,585 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Transform Wealth reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Transform Wealth sold 7,001 Vanguard Real Estate ETF shares in Q2 2024, an estimated $605K.
Transform Wealth first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 10 quarters.
Transform Wealth's Vanguard Real Estate ETF position peaked at $3.39M in Q4 2023.
1,585 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Transform Wealth's 13F filing for Q2 2024, filed 15 Jul 2024.