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

Windsor 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
2023
Q3 		$426K Buy
5,626
+118
+2% +$9.73K 0.08% 103
2023
Q2 		$460K Sell
5,508
-352
-6% -$28.8K 0.08% 107
2023
Q1 		$485K Buy
5,860
+2,112
+56% +$181K 0.09% 101
2022
Q4 		$316K Buy
+3,748
New +$311K 0.07% 122

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Windsor Wealth Management's VNQ Position: Q3 2023 in Review

Windsor Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 2.1% in Q3 2023, buying an estimated $9.73K and bringing the position to 5,626 shares worth $426K. The position accounts for 0.08% of the portfolio, ranked #103.

Windsor Wealth Management first reported a position in VNQ in Q4 2022 and has held it in 4 quarters since. The position peaked at $485K in Q1 2023. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Windsor Wealth Management held 5,626 shares of Vanguard Real Estate ETF worth $426K as of Q3 2023.
  • Windsor Wealth Management bought 118 Vanguard Real Estate ETF shares in Q3 2023, an estimated $9.73K.
  • Vanguard Real Estate ETF made up 0.08% of Windsor Wealth Management's portfolio in Q3 2023, its #103 holding.
  • Windsor Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 4 quarters since.
  • Windsor Wealth Management's Vanguard Real Estate ETF position peaked at $485K in Q1 2023.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.