VitalStone Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

VitalStone Financial’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 Q3	$34.4K	Buy	353 +21	+6%	+$1.93K	0.02%	195
2024 Q2	$27.8K	Sell	332 -114	-26%	-$9.41K	0.02%	200
2024 Q1	$39K	Sell	446 -56	-11%	-$4.79K	0.03%	186
2023 Q4	$44K	Sell	502 -175	-26%	-$13.9K	0.04%	166
2023 Q3	$51K	Buy	677 +217	+47%	+$17.9K	0.04%	131
2023 Q2	$39K	Buy	+460	New	+$37.7K	0.02%	397
2023 Q1	–	Sell	-161	Closed	-$13K	–	523
2022 Q4	$13K	Buy	+161	New	+$13.3K	0.01%	321

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

VitalStone Financial's VNQ Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard Real Estate ETF (VNQ) stake by 6.3% in Q3 2024, buying an estimated $1.93K and bringing the position to 353 shares worth $34.4K. The position accounts for 0.02% of the portfolio, ranked #195.

VitalStone Financial first reported a position in VNQ in Q4 2022 and has held it in 7 quarters since. The position peaked at $51K in Q3 2023. 1,659 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

VitalStone Financial held 353 shares of Vanguard Real Estate ETF worth $34.4K as of Q3 2024.
VitalStone Financial bought 21 Vanguard Real Estate ETF shares in Q3 2024, an estimated $1.93K.
Vanguard Real Estate ETF made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #195 holding.
VitalStone Financial first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 7 quarters since.
VitalStone Financial's Vanguard Real Estate ETF position peaked at $51K in Q3 2023.
1,659 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.