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True Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

True Capital Management’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 		$990K Sell
11,923
-635
-5% -$54.6K 0.68% 40
2022
Q4 		$1.04M Buy
+12,558
New +$1.04M 0.84% 32

Other funds holding VNQ

Creative Planning
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

True Capital Management's VNQ Position: Q1 2023 in Review

True Capital Management reduced its Vanguard Real Estate ETF (VNQ) stake by 5.1% in Q1 2023, selling an estimated $54.6K and leaving 11,923 shares worth $990K. The position accounts for 0.68% of the portfolio, ranked #40.

True Capital Management first reported a position in VNQ in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.04M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • True Capital Management held 11,923 shares of Vanguard Real Estate ETF worth $990K as of Q1 2023.
  • True Capital Management sold 635 Vanguard Real Estate ETF shares in Q1 2023, an estimated $54.6K.
  • Vanguard Real Estate ETF made up 0.68% of True Capital Management's portfolio in Q1 2023, its #40 holding.
  • True Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 2 quarters since.
  • True Capital Management's Vanguard Real Estate ETF position peaked at $1.04M in Q4 2022.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.