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Trifecta Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Trifecta Capital 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
2023
Q2 		– Sell
-7,972
Closed -$662K – 430
2023
Q1 		$662K Sell
7,972
-606
-7% -$52.1K 0.23% 63
2022
Q4 		$708K Buy
+8,578
New +$711K 0.28% 64

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

Trifecta Capital Advisors's VNQ Position: Q2 2023 in Review

Trifecta Capital Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 7,972 shares — an estimated $662K sold.

Trifecta Capital Advisors first reported a position in VNQ in Q4 2022 and held it in 2 quarters. The position peaked at $708K in Q4 2022. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • Trifecta Capital Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 7,972 Vanguard Real Estate ETF shares in Q2 2023, an estimated $662K.
  • Trifecta Capital Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Trifecta Capital Advisors's Vanguard Real Estate ETF position peaked at $708K in Q4 2022.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Trifecta Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.