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True Wealth Design’s Vanguard Real Estate ETF VNQ Stock Holding History

True Wealth Design’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
-70
Closed -$6.05K – 830
2024
Q1 		$6.05K Buy
+70
New +$5.98K ﹤0.01% 269

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

True Wealth Design's VNQ Position: Q2 2024 in Review

True Wealth Design sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 70 shares — an estimated $6.05K sold.

True Wealth Design first reported a position in VNQ in Q1 2024 and held it in 1 quarter. The position peaked at $6.05K in Q1 2024. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • True Wealth Design reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • True Wealth Design sold 70 Vanguard Real Estate ETF shares in Q2 2024, an estimated $6.05K.
  • True Wealth Design first reported a position in Vanguard Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • True Wealth Design's Vanguard Real Estate ETF position peaked at $6.05K in Q1 2024.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on True Wealth Design's 13F filing for Q2 2024, filed 14 Aug 2024.