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Wetzel Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-882
Closed -$76.3K – 865
2024
Q2 		$76.3K Sell
882
-249
-22% -$20.6K 0.04% 202
2024
Q1 		$89K Buy
1,131
+219
+24% +$18.7K 0.05% 191
2023
Q4 		$81K Buy
+912
New +$72.3K 0.05% 198

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wetzel Investment Advisors's VNQ Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 882 shares — an estimated $76.3K sold.

Wetzel Investment Advisors first reported a position in VNQ in Q4 2023 and held it in 3 quarters. The position peaked at $89K in Q1 2024. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 882 Vanguard Real Estate ETF shares in Q3 2024, an estimated $76.3K.
  • Wetzel Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vanguard Real Estate ETF position peaked at $89K in Q1 2024.
  • 1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.