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

TritonPoint 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
-2,671
Closed -$991K – 339
2024
Q1 		$991K Sell
2,671
-8,562
-76% -$732K 0.1% 144
2023
Q4 		$993K Buy
+11,233
New +$890K 0.1% 153

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

TritonPoint Wealth's VNQ Position: Q2 2024 in Review

TritonPoint Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 2,671 shares — an estimated $991K sold.

TritonPoint Wealth first reported a position in VNQ in Q4 2023 and held it in 2 quarters. The position peaked at $993K in Q4 2023. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • TritonPoint Wealth reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • TritonPoint Wealth sold 2,671 Vanguard Real Estate ETF shares in Q2 2024, an estimated $991K.
  • TritonPoint Wealth first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • TritonPoint Wealth's Vanguard Real Estate ETF position peaked at $993K in Q4 2023.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on TritonPoint Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.