TrueWealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

TrueWealth 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	-4,392	Closed	-$365K	–	196
2023 Q1	$365K	Sell	4,392 -1,502	-25%	-$129K	0.15%	106
2022 Q4	$486K	Sell	5,894 -10,004	-63%	-$829K	0.21%	84
2022 Q3	$1.27M	Buy	15,898 +1,085	+7%	+$101K	0.6%	33
2022 Q2	$1.35M	Buy	14,813 +10,884	+277%	+$1.08M	0.63%	37
2022 Q1	$456K	Hold	3,929	–	–	0.2%	99
2021 Q4	$456K	Buy	3,929 +1,952	+99%	+$213K	0.2%	99
2021 Q3	$201K	Sell	1,977 -77	-4%	-$8.17K	0.11%	137
2021 Q2	$209K	Sell	2,054 -204	-9%	-$20.2K	0.12%	122
2021 Q1	$219K	Buy	+2,258	New	+$198K	0.14%	112

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrueWealth Advisors's VNQ Position: Q2 2023 in Review

TrueWealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 4,392 shares — an estimated $365K sold.

TrueWealth Advisors first reported a position in VNQ in Q1 2021 and held it in 9 quarters. The position peaked at $1.35M in Q2 2022. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

TrueWealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
TrueWealth Advisors sold 4,392 Vanguard Real Estate ETF shares in Q2 2023, an estimated $365K.
TrueWealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 9 quarters.
TrueWealth Advisors's Vanguard Real Estate ETF position peaked at $1.35M in Q2 2022.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on TrueWealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.