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Walden Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Walden Wealth 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
2024
Q2 		$315K Hold
3,762
– – 0.18% 61
2024
Q1 		$314K Hold
3,762
– – 0.18% 64
2023
Q4 		$332K Buy
+3,762
New +$298K 0.21% 57

Other funds holding VNQ

Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Walden Wealth Partners's VNQ Position: Q2 2024 in Review

Walden Wealth Partners held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2024 at 3,762 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #61.

Walden Wealth Partners first reported a position in VNQ in Q4 2023 and has held it in 3 quarters since. The position peaked at $332K in Q4 2023. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Walden Wealth Partners held 3,762 shares of Vanguard Real Estate ETF worth $315K as of Q2 2024.
  • Walden Wealth Partners left its Vanguard Real Estate ETF share count unchanged in Q2 2024.
  • Vanguard Real Estate ETF made up 0.18% of Walden Wealth Partners's portfolio in Q2 2024, its #61 holding.
  • Walden Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Vanguard Real Estate ETF position peaked at $332K in Q4 2023.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.