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	–	417
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

WealthPLAN Partners's VNQ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 997 shares — an estimated $83.3K sold.

WealthPLAN Partners first reported a position in VNQ in Q4 2015 and held it in 7 quarters. The position peaked at $559K in Q2 2016. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

WealthPLAN Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 997 Vanguard Real Estate ETF shares in Q3 2023, an estimated $83.3K.
WealthPLAN Partners first reported a position in Vanguard Real Estate ETF in Q4 2015 and held it in 7 quarters.
WealthPLAN Partners's Vanguard Real Estate ETF position peaked at $559K in Q2 2016.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.