Unionview LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Unionview LLC’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 Q4	$358K	Buy	4,013 +28	+0.7%	+$2.65K	0.26%	57
2024 Q3	$388K	Buy	3,985 +19	+0.5%	+$1.75K	0.3%	54
2024 Q2	$332K	Buy	3,966 +678	+21%	+$56K	0.27%	57
2024 Q1	$284K	Buy	3,288 +14	+0.4%	+$1.2K	0.24%	65
2023 Q4	$289K	Buy	3,274 +33	+1%	+$2.62K	0.26%	62
2023 Q3	$245K	Buy	3,241 +16	+0.5%	+$1.32K	0.23%	71
2023 Q2	$269K	Buy	3,225 +156	+5%	+$12.8K	0.25%	68
2023 Q1	$255K	Buy	3,069 +14	+0.5%	+$1.2K	0.24%	70
2022 Q4	$252K	Buy	3,055 +20	+0.7%	+$1.66K	0.25%	67
2022 Q3	$243K	Buy	+3,035	New	+$284K	0.28%	63

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Unionview LLC's VNQ Position: Q4 2024 in Review

Unionview LLC increased its Vanguard Real Estate ETF (VNQ) stake by 0.7% in Q4 2024, buying an estimated $2.65K and bringing the position to 4,013 shares worth $358K. The position accounts for 0.26% of the portfolio, ranked #57.

Unionview LLC first reported a position in VNQ in Q3 2022 and has held it in 10 quarters since. The position peaked at $388K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Unionview LLC held 4,013 shares of Vanguard Real Estate ETF worth $358K as of Q4 2024.
Unionview LLC bought 28 Vanguard Real Estate ETF shares in Q4 2024, an estimated $2.65K.
Vanguard Real Estate ETF made up 0.26% of Unionview LLC's portfolio in Q4 2024, its #57 holding.
Unionview LLC first reported a position in Vanguard Real Estate ETF in Q3 2022 and has held it in 10 quarters since.
Unionview LLC's Vanguard Real Estate ETF position peaked at $388K in Q3 2024.
1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.