Watershed Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Watershed Private Wealth’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 Q4	–	Sell	-2,237	Closed	-$218K	–	119
2024 Q3	$218K	Buy	+2,237	New	+$206K	0.09%	110
2024 Q2	–	Sell	-4,227	Closed	-$366K	–	127
2024 Q1	$366K	Sell	4,227 -5,530	-57%	-$472K	0.16%	86
2023 Q4	$862K	Sell	9,757 -504	-5%	-$39.9K	0.48%	51
2023 Q3	$776K	Sell	10,261 -520	-5%	-$42.9K	0.48%	50
2023 Q2	$901K	Sell	10,781 -4,583	-30%	-$375K	0.55%	46
2023 Q1	$1.28M	Buy	15,364 +610	+4%	+$52.4K	0.86%	37
2022 Q4	$1.22M	Buy	+14,754	New	+$1.22M	0.92%	34

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Watershed Private Wealth's VNQ Position: Q4 2024 in Review

Watershed Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,237 shares — an estimated $218K sold.

Watershed Private Wealth first reported a position in VNQ in Q4 2022 and held it in 7 quarters. The position peaked at $1.28M in Q1 2023. 1,737 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Watershed Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Watershed Private Wealth sold 2,237 Vanguard Real Estate ETF shares in Q4 2024, an estimated $218K.
Watershed Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 7 quarters.
Watershed Private Wealth's Vanguard Real Estate ETF position peaked at $1.28M in Q1 2023.
1,737 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Watershed Private Wealth's 13F filing for Q4 2024, filed 22 Jan 2025.