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Verus Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Verus Financial Partners’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
Q4 		– Sell
-4,614
Closed -$348K – 108
2023
Q3 		$348K Sell
4,614
-1,898
-29% -$156K 0.05% 69
2023
Q2 		$562K Sell
6,512
-777
-11% -$63.7K 0.07% 53
2023
Q1 		$595K Buy
7,289
+302
+4% +$25.9K 0.08% 53
2022
Q4 		$636K Sell
6,987
-200
-3% -$16.6K 0.09% 50
2022
Q3 		$574K Buy
7,187
+617
+9% +$57.7K 0.09% 52
2022
Q2 		$618K Sell
6,570
-3,638
-36% -$363K 0.09% 49
2022
Q1 		$1.11M Buy
10,208
+4,106
+67% +$435K 0.16% 34
2021
Q4 		$708K Buy
6,102
+53
+0.9% +$5.79K 0.09% 43
2021
Q3 		$645K Sell
6,049
-58
-0.9% -$6.15K 0.1% 42
2021
Q2 		$646K Sell
6,107
-279
-4% -$27.7K 0.1% 41
2021
Q1 		$602K Sell
6,386
-490
-7% -$43.1K 0.1% 41
2020
Q4 		$584K Buy
6,876
+4,110
+149% +$341K 0.1% 37
2020
Q3 		$218K Sell
2,766
-4,198
-60% -$337K 0.08% 143
2020
Q2 		$547K Buy
6,964
+1,626
+30% +$123K 0.12% 34
2020
Q1 		$373K Buy
5,338
+3,014
+130% +$265K 0.11% 42
2019
Q4 		$216K Buy
+2,324
New +$215K 0.07% 69

Other funds holding VNQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Verus Financial Partners's VNQ Position: Q4 2023 in Review

Verus Financial Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 4,614 shares — an estimated $348K sold.

Verus Financial Partners first reported a position in VNQ in Q4 2019 and held it in 16 quarters. The position peaked at $1.11M in Q1 2022. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Verus Financial Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Verus Financial Partners sold 4,614 Vanguard Real Estate ETF shares in Q4 2023, an estimated $348K.
  • Verus Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 16 quarters.
  • Verus Financial Partners's Vanguard Real Estate ETF position peaked at $1.11M in Q1 2022.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Verus Financial Partners's 13F filing for Q4 2023, filed 7 Feb 2024.