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WCG Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

WCG Wealth Advisors’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
Q3 		– Sell
-2,522
Closed -$230K – 306
2022
Q2 		$230K Buy
+2,522
New +$251K 0.03% 244

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCG Wealth Advisors's VNQ Position: Q3 2022 in Review

WCG Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 2,522 shares — an estimated $230K sold.

WCG Wealth Advisors first reported a position in VNQ in Q2 2022 and held it in 1 quarter. The position peaked at $230K in Q2 2022. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • WCG Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 2,522 Vanguard Real Estate ETF shares in Q3 2022, an estimated $230K.
  • WCG Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's Vanguard Real Estate ETF position peaked at $230K in Q2 2022.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on WCG Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.