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

Waypoint 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
2022 Q4	–	Sell	-9,316	Closed	-$747K	–	72
2022 Q3	$747K	Sell	9,316 -2,954	-24%	-$276K	0.32%	26
2022 Q2	$1.12M	Buy	12,270 +2,860	+30%	+$285K	0.43%	24
2022 Q1	$1.02M	Sell	9,410 -489	-5%	-$51.8K	0.37%	24
2021 Q4	$1.15M	Buy	9,899 +54	+0.5%	+$5.9K	0.39%	24
2021 Q3	$1M	Buy	9,845 +555	+6%	+$58.9K	0.38%	20
2021 Q2	$946K	Sell	9,290 -813	-8%	-$80.6K	0.37%	18
2021 Q1	$928K	Buy	10,103 +246	+2%	+$21.6K	0.68%	16
2020 Q4	$837K	Buy	+9,857	New	+$817K	0.66%	15

Other funds holding VNQ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Waypoint Wealth Partners's VNQ Position: Q4 2022 in Review

Waypoint Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 9,316 shares — an estimated $747K sold.

Waypoint Wealth Partners first reported a position in VNQ in Q4 2020 and held it in 8 quarters. The position peaked at $1.15M in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

Waypoint Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Waypoint Wealth Partners sold 9,316 Vanguard Real Estate ETF shares in Q4 2022, an estimated $747K.
Waypoint Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 8 quarters.
Waypoint Wealth Partners's Vanguard Real Estate ETF position peaked at $1.15M in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Waypoint Wealth Partners's 13F filing for Q4 2022, filed 1 Feb 2023.