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Vantage Financial Partners (Illinois)’s Vanguard Real Estate ETF VNQ Stock Holding History

Vantage Financial Partners (Illinois)’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
-62,350
Closed -$5.39M – 111
2024
Q1 		$5.39M Buy
62,350
+14,543
+30% +$1.24M 1.41% 23
2023
Q4 		$4.22M Buy
+47,807
New +$3.79M 1.28% 23

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Empower Advisory Group
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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 $52B AUM 24.53% 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

Vantage Financial Partners (Illinois)'s VNQ Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 62,350 shares — an estimated $5.39M sold.

Vantage Financial Partners (Illinois) first reported a position in VNQ in Q4 2023 and held it in 2 quarters. The position peaked at $5.39M in Q1 2024. 1,584 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Vantage Financial Partners (Illinois) reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 62,350 Vanguard Real Estate ETF shares in Q2 2024, an estimated $5.39M.
  • Vantage Financial Partners (Illinois) first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Vantage Financial Partners (Illinois)'s Vanguard Real Estate ETF position peaked at $5.39M in Q1 2024.
  • 1,584 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.