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

V 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
2023
Q3 		– Sell
-3,213
Closed -$268K – 364
2023
Q2 		$268K Buy
+3,213
New +$263K 0.04% 305
2022
Q3 		– Sell
-4,633
Closed -$422K – 420
2022
Q2 		$422K Sell
4,633
-313
-6% -$31.2K 0.08% 246
2022
Q1 		$536K Sell
4,946
-17,744
-78% -$1.88M 0.09% 234
2021
Q4 		$2.63M Buy
22,690
+19,827
+693% +$2.17M 0.39% 51
2021
Q3 		$291K Buy
2,863
+119
+4% +$12.6K 0.05% 362
2021
Q2 		$280K Buy
2,744
+73
+3% +$7.24K 0.04% 384
2021
Q1 		$246K Buy
+2,671
New +$235K 0.05% 368
2020
Q1 		– Sell
-4,704
Closed -$439K – 384
2019
Q4 		$439K Hold
4,704
– – 0.16% 153
2019
Q3 		$439K Buy
4,704
+255
+6% +$23.1K 0.16% 153
2019
Q2 		$391K Buy
4,449
+945
+27% +$82.7K 0.15% 161
2019
Q1 		$304K Buy
+3,504
New +$289K 0.12% 179
2018
Q4 		– Sell
-2,714
Closed -$220K – 233
2018
Q3 		$220K Buy
+2,714
New +$223K 0.1% 202
2018
Q1 		– Sell
-2,919
Closed -$231K – 223
2017
Q4 		$231K Sell
2,919
-910
-24% -$76.3K 0.12% 176
2017
Q3 		$316K Buy
3,829
+457
+14% +$38.2K 0.16% 127
2017
Q2 		$279K Buy
3,372
+126
+4% +$10.5K 0.13% 146
2017
Q1 		$267K Buy
+3,246
New +$269K 0.16% 141
2016
Q4 		– Sell
-6,330
Closed -$549K – 189
2016
Q3 		$549K Sell
6,330
-4,628
-42% -$413K 0.44% 72
2016
Q2 		$970K Sell
10,958
-2,145
-16% -$180K 0.8% 44
2016
Q1 		$1.09M Buy
+13,103
New +$1.02M 0.87% 42

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

V Wealth Advisors's VNQ Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 3,213 shares — an estimated $268K sold.

V Wealth Advisors first reported a position in VNQ in Q1 2016 and held it in 19 quarters. The position peaked at $2.63M in Q4 2021. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • V Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,213 Vanguard Real Estate ETF shares in Q3 2023, an estimated $268K.
  • V Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 19 quarters.
  • V Wealth Advisors's Vanguard Real Estate ETF position peaked at $2.63M in Q4 2021.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.