Wellspring Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Wellspring Financial Advisors’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 Q4	–	Sell	-2,650	Closed	-$201K	–	144
2023 Q3	$201K	Buy	2,650 +2	+0.1%	+$165	0.06%	107
2023 Q2	$221K	Sell	2,648 -15,765	-86%	-$1.29M	0.06%	94
2023 Q1	$1.53M	Sell	18,413 -948	-5%	-$81.5K	0.45%	41
2022 Q4	$1.6M	Buy	+19,361	New	+$1.61M	0.53%	39
2021 Q2	–	Sell	-22,916	Closed	-$1.6M	–	117
2021 Q1	$1.6M	Buy	+22,916	New	+$2.01M	0.77%	25
2020 Q4	–	Sell	-2,738	Closed	-$216K	–	98
2020 Q3	$216K	Sell	2,738 -1,240	-31%	-$99.5K	0.08%	80
2020 Q2	$312K	Sell	3,978 -18,938	-83%	-$1.44M	0.13%	66
2020 Q1	$1.6M	Buy	+22,916	New	+$2.01M	0.77%	25

Other funds holding VNQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wellspring Financial Advisors's VNQ Position: Q4 2023 in Review

Wellspring Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 2,650 shares — an estimated $201K sold.

Wellspring Financial Advisors first reported a position in VNQ in Q1 2020 and held it in 8 quarters. The position peaked at $1.6M in Q1 2021. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

Wellspring Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Wellspring Financial Advisors sold 2,650 Vanguard Real Estate ETF shares in Q4 2023, an estimated $201K.
Wellspring Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 8 quarters.
Wellspring Financial Advisors's Vanguard Real Estate ETF position peaked at $1.6M in Q1 2021.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Wellspring Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.