WealthPLAN Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-997	Closed	-$83.3K	–	1149
2023 Q2	$83.3K	Sell	997 -96	-9%	-$7.87K	0.01%	425
2023 Q1	$90.8K	Buy	+1,093	New	+$93.9K	0.01%	443
2019 Q3	–	Sell	-3,416	Closed	-$310K	–	250
2019 Q2	$310K	Buy	+3,416	New	+$299K	0.05%	178
2017 Q2	–	Sell	-22	Closed	-$1.82K	–	419
2017 Q1	$1.82K	Buy	+22	New	+$1.82K	0.01%	410
2016 Q3	$504K	Sell	6,003 -6,098	-50%	-$544K	0.16%	83
2016 Q2	$559K	Buy	+12,101	New	+$1.02M	0.07%	183
2015 Q4	$72.9K	Buy	+914	New	+$72.3K	0.01%	516

Other funds holding VNQ

Creative Planning

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return