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

Triad 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
2024
Q3 		– Sell
-333
Closed -$27.9K – 902
2024
Q2 		$27.9K Buy
+333
New +$27.5K 0.01% 299

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Bank of America
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JP Morgan Chase
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Northwestern Mutual Wealth Management
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Triad Wealth Partners's VNQ Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 333 shares — an estimated $27.9K sold.

Triad Wealth Partners first reported a position in VNQ in Q2 2024 and held it in 1 quarter. The position peaked at $27.9K in Q2 2024. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 333 Vanguard Real Estate ETF shares in Q3 2024, an estimated $27.9K.
  • Triad Wealth Partners first reported a position in Vanguard Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Real Estate ETF position peaked at $27.9K in Q2 2024.
  • 1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.