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WealthPlan Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-84
Closed -$6.96K – 460
2023
Q1 		$6.96K Buy
+84
New +$7.22K ﹤0.01% 348

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthPlan Investment Management's VNQ Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 84 shares — an estimated $6.96K sold.

WealthPlan Investment Management first reported a position in VNQ in Q1 2023 and held it in 1 quarter. The position peaked at $6.96K in Q1 2023. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 84 Vanguard Real Estate ETF shares in Q2 2023, an estimated $6.96K.
  • WealthPlan Investment Management first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Vanguard Real Estate ETF position peaked at $6.96K in Q1 2023.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.