Weinberger Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Weinberger Asset 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 Q3	–	Sell	-2,726	Closed	-$228K	–	78
2023 Q2	$228K	Sell	2,726 -214	-7%	-$17.5K	0.13%	74
2023 Q1	$244K	Sell	2,940 -386	-12%	-$33.2K	0.14%	72
2022 Q4	$274K	Sell	3,326 -1,668	-33%	-$138K	0.17%	64
2022 Q3	$400K	Sell	4,994 -4	-0.1%	-$374	0.28%	51
2022 Q2	$455K	Buy	4,998 +669	+15%	+$66.7K	0.3%	50
2022 Q1	$469K	Buy	4,329 +1,757	+68%	+$186K	0.4%	28
2021 Q4	$298K	Buy	+2,572	New	+$281K	0.24%	31

Other funds holding VNQ

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Weinberger Asset Management's VNQ Position: Q3 2023 in Review

Weinberger Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 2,726 shares — an estimated $228K sold.

Weinberger Asset Management first reported a position in VNQ in Q4 2021 and held it in 7 quarters. The position peaked at $469K in Q1 2022. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Weinberger Asset Management reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Weinberger Asset Management sold 2,726 Vanguard Real Estate ETF shares in Q3 2023, an estimated $228K.
Weinberger Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 7 quarters.
Weinberger Asset Management's Vanguard Real Estate ETF position peaked at $469K in Q1 2022.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Weinberger Asset Management's 13F filing for Q3 2023, filed 4 Feb 2025.