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TRUE Private Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

TRUE Private Wealth 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
2024
Q2 		– Sell
-3,603
Closed -$312K – 293
2024
Q1 		$312K Sell
3,603
-2,232
-38% -$191K 0.04% 226
2023
Q4 		$516K Sell
5,835
-13,562
-70% -$1.07M 0.07% 154
2023
Q3 		$1.47M Buy
19,397
+10,198
+111% +$841K 0.2% 74
2023
Q2 		$769K Buy
9,199
+294
+3% +$24.1K 0.11% 95
2023
Q1 		$739K Buy
8,905
+648
+8% +$55.7K 0.11% 98
2022
Q4 		$681K Buy
8,257
+159
+2% +$13.2K 0.1% 98
2022
Q3 		$649K Buy
8,098
+394
+5% +$36.8K 0.1% 96
2022
Q2 		$701K Buy
7,704
+747
+11% +$74.5K 0.1% 96
2022
Q1 		$722K Buy
6,957
+304
+5% +$32.2K 0.1% 105
2021
Q4 		$771K Sell
6,653
-678
-9% -$74K 0.11% 118
2021
Q3 		$746K Buy
7,331
+206
+3% +$21.8K 0.11% 115
2021
Q2 		$725K Buy
7,125
+1,198
+20% +$119K 0.11% 112
2021
Q1 		$544K Buy
5,927
+1,482
+33% +$130K 0.09% 129
2020
Q4 		$377K Buy
4,445
+286
+7% +$23.7K 0.06% 144
2020
Q3 		$328K Buy
4,159
+236
+6% +$18.9K 0.06% 145
2020
Q2 		$308K Buy
3,923
+2,193
+127% +$166K 0.06% 143
2020
Q1 		$120K Sell
1,730
-813
-32% -$71.4K 0.03% 187
2019
Q4 		$235K Sell
2,543
-462
-15% -$42.8K 0.04% 195
2019
Q3 		$280K Sell
3,005
-236
-7% -$21.4K 0.05% 165
2019
Q2 		$285K Buy
3,241
+422
+15% +$36.9K 0.05% 160
2019
Q1 		$246K Sell
2,819
-516
-15% -$42.6K 0.05% 178
2018
Q4 		$248K Buy
3,335
+2,968
+809% +$234K 0.04% 200
2018
Q3 		$29.9K Buy
+367
New +$30.2K ﹤0.01% 541

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

TRUE Private Wealth Advisors's VNQ Position: Q2 2024 in Review

TRUE Private Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 3,603 shares — an estimated $312K sold.

TRUE Private Wealth Advisors first reported a position in VNQ in Q3 2018 and held it in 23 quarters. The position peaked at $1.47M in Q3 2023. 1,585 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • TRUE Private Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 3,603 Vanguard Real Estate ETF shares in Q2 2024, an estimated $312K.
  • TRUE Private Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 23 quarters.
  • TRUE Private Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.47M in Q3 2023.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.