Transparent Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Transparent Wealth 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 Q1	$309K	Buy	3,716 +7	+0.2%	+$601	0.23%	28
2022 Q4	$306K	Buy	3,709 +10	+0.3%	+$829	0.24%	26
2022 Q3	$297K	Buy	3,699 +8	+0.2%	+$748	0.25%	24
2022 Q2	$336K	Buy	+3,691	New	+$368K	0.3%	22
2022 Q1	–	Sell	-3,977	Closed	-$461K	–	58
2021 Q4	$461K	Buy	+3,977	New	+$434K	0.35%	20

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Transparent Wealth Partners's VNQ Position: Q1 2023 in Review

Transparent Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 0.19% in Q1 2023, buying an estimated $601 and bringing the position to 3,716 shares worth $309K. The position accounts for 0.23% of the portfolio, ranked #28.

Transparent Wealth Partners first reported a position in VNQ in Q4 2021 and has held it in 5 quarters since. The position peaked at $461K in Q4 2021. 1,588 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Transparent Wealth Partners held 3,716 shares of Vanguard Real Estate ETF worth $309K as of Q1 2023.
Transparent Wealth Partners bought 7 Vanguard Real Estate ETF shares in Q1 2023, an estimated $601.
Vanguard Real Estate ETF made up 0.23% of Transparent Wealth Partners's portfolio in Q1 2023, its #28 holding.
Transparent Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 5 quarters since.
Transparent Wealth Partners's Vanguard Real Estate ETF position peaked at $461K in Q4 2021.
1,588 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Transparent Wealth Partners's 13F filing for Q1 2023, filed 13 Apr 2023.