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Western Pacific Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Western Pacific Wealth 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
2024
Q2 		– Sell
-118
Closed -$10.2K – 300
2024
Q1 		$10.2K Buy
+118
New +$10.1K 0.01% 190

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Bank of America
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Western Pacific Wealth Management's VNQ Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 118 shares — an estimated $10.2K sold.

Western Pacific Wealth Management first reported a position in VNQ in Q1 2024 and held it in 1 quarter. The position peaked at $10.2K in Q1 2024. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 118 Vanguard Real Estate ETF shares in Q2 2024, an estimated $10.2K.
  • Western Pacific Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Vanguard Real Estate ETF position peaked at $10.2K in Q1 2024.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.