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Winthrop Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Winthrop Advisory Group’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
-6,049
Closed -$462K – 143
2023
Q3 		$462K Sell
6,049
-590
-9% -$48.6K 0.08% 76
2023
Q2 		$561K Buy
6,639
+2,738
+70% +$224K 0.09% 68
2023
Q1 		$324K Sell
3,901
-50
-1% -$4.3K 0.06% 94
2022
Q4 		$326K Sell
3,951
-808
-17% -$67K 0.06% 95
2022
Q3 		$382K Sell
4,759
-1,487
-24% -$139K 0.08% 69
2022
Q2 		$569K Sell
6,246
-811
-11% -$80.8K 0.13% 57
2022
Q1 		$765K Buy
7,057
+1,071
+18% +$113K 0.16% 50
2021
Q4 		$694K Buy
5,986
+2,243
+60% +$245K 0.14% 54
2021
Q3 		$381K Sell
3,743
-400
-10% -$42.4K 0.08% 82
2021
Q2 		$422K Sell
4,143
-51
-1% -$5.06K 0.09% 72
2021
Q1 		$385K Buy
4,194
+72
+2% +$6.33K 0.09% 74
2020
Q4 		$350K Buy
4,122
+57
+1% +$4.73K 0.09% 84
2020
Q3 		$324K Sell
4,065
-273
-6% -$21.9K 0.1% 78
2020
Q2 		$349K Buy
4,338
+34
+0.8% +$2.58K 0.12% 57
2020
Q1 		$301K Buy
+4,304
New +$378K 0.12% 62

Other funds holding VNQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Winthrop Advisory Group's VNQ Position: Q4 2023 in Review

Winthrop Advisory Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 6,049 shares — an estimated $462K sold.

Winthrop Advisory Group first reported a position in VNQ in Q1 2020 and held it in 15 quarters. The position peaked at $765K in Q1 2022. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Winthrop Advisory Group reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Winthrop Advisory Group sold 6,049 Vanguard Real Estate ETF shares in Q4 2023, an estimated $462K.
  • Winthrop Advisory Group first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 15 quarters.
  • Winthrop Advisory Group's Vanguard Real Estate ETF position peaked at $765K in Q1 2022.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Winthrop Advisory Group's 13F filing for Q4 2023, filed 10 Jan 2024.