Tucker Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Tucker Asset 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
2024 Q2	–	Sell	-133	Closed	-$11.5K	–	1800
2024 Q1	$11.5K	Sell	133 -36	-21%	-$3.08K	﹤0.01%	815
2023 Q4	$14.9K	Buy	169 +1	+0.6%	+$79	﹤0.01%	611
2023 Q3	$12.7K	Buy	168 +61	+57%	+$5.03K	﹤0.01%	601
2023 Q2	$8.94K	Sell	107 -9	-8%	-$737	﹤0.01%	559
2023 Q1	$9.63K	Buy	116 +37	+47%	+$3.18K	﹤0.01%	556
2022 Q4	$6.56K	Buy	79 +20	+34%	+$1.66K	﹤0.01%	403
2022 Q3	$4.9K	Buy	59 +24	+69%	+$2.24K	﹤0.01%	435
2022 Q2	$3.19K	Sell	35 -150	-81%	-$15K	﹤0.01%	398
2022 Q1	$20K	Buy	+185	New	+$19.6K	0.01%	153
2021 Q2	–	Sell	-145	Closed	-$13.3K	–	373
2021 Q1	$13.3K	Buy	+145	New	+$12.7K	0.01%	161

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

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

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

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

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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Tucker Asset Management's VNQ Position: Q2 2024 in Review

Tucker Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 133 shares — an estimated $11.5K sold.

Tucker Asset Management first reported a position in VNQ in Q1 2021 and held it in 10 quarters. The position peaked at $20K in Q1 2022. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Tucker Asset Management reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 133 Vanguard Real Estate ETF shares in Q2 2024, an estimated $11.5K.
Tucker Asset Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 10 quarters.
Tucker Asset Management's Vanguard Real Estate ETF position peaked at $20K in Q1 2022.
1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.