WealthBridge Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

WealthBridge Capital Management’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 Q1	–	Sell	-2,300	Closed	-$203K	–	198
2023 Q4	$203K	Buy	+2,300	New	+$182K	0.08%	172
2022 Q4	–	Sell	-2,300	Closed	-$210K	–	211
2022 Q3	$210K	Hold	2,300	–	–	0.09%	184
2022 Q2	$210K	Hold	2,300	–	–	0.09%	184
2022 Q1	$249K	Sell	2,300 -323	-12%	-$34.2K	0.09%	156
2021 Q4	$304K	Buy	2,623 +103	+4%	+$11.2K	0.11%	127
2021 Q3	$257K	Sell	2,520 -47	-2%	-$4.99K	0.1%	142
2021 Q2	$261K	Buy	2,567 +367	+17%	+$36.4K	0.1%	139
2021 Q1	$202K	Buy	+2,200	New	+$193K	0.08%	153
2020 Q3	–	Sell	-3,134	Closed	-$246K	–	135
2020 Q2	$246K	Sell	3,134 -200	-6%	-$15.2K	0.14%	106
2020 Q1	$233K	Buy	3,334 +220	+7%	+$19.3K	0.16%	99
2019 Q4	$289K	Buy	3,114 +255	+9%	+$23.6K	0.19%	94
2019 Q3	$267K	Hold	2,859	–	–	0.19%	92
2019 Q2	$213K	Hold	2,859	–	–	0.19%	96
2019 Q1	$246K	Hold	2,859	–	–	0.16%	94
2018 Q4	$213K	Buy	+2,859	New	+$225K	0.16%	96

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

WealthBridge Capital Management's VNQ Position: Q1 2024 in Review

WealthBridge Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 2,300 shares — an estimated $203K sold.

WealthBridge Capital Management first reported a position in VNQ in Q4 2018 and held it in 15 quarters. The position peaked at $304K in Q4 2021. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

WealthBridge Capital Management reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
WealthBridge Capital Management sold 2,300 Vanguard Real Estate ETF shares in Q1 2024, an estimated $203K.
WealthBridge Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 15 quarters.
WealthBridge Capital Management's Vanguard Real Estate ETF position peaked at $304K in Q4 2021.
1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on WealthBridge Capital Management's 13F filing for Q1 2024, filed 30 Apr 2024.