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

Wiser 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
Q4 		– Sell
-3,641
Closed -$275K – 40
2023
Q3 		$275K Sell
3,641
-136
-4% -$11.2K 0.11% 29
2023
Q2 		$316K Sell
3,777
-1,247
-25% -$102K 0.13% 28
2023
Q1 		$417K Sell
5,024
-1,941
-28% -$167K 0.18% 28
2022
Q4 		$574K Buy
+6,965
New +$578K 0.27% 30

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

Wiser Wealth Management's VNQ Position: Q4 2023 in Review

Wiser Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 3,641 shares — an estimated $275K sold.

Wiser Wealth Management first reported a position in VNQ in Q4 2022 and held it in 4 quarters. The position peaked at $574K in Q4 2022. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Wiser Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Wiser Wealth Management sold 3,641 Vanguard Real Estate ETF shares in Q4 2023, an estimated $275K.
  • Wiser Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Wiser Wealth Management's Vanguard Real Estate ETF position peaked at $574K in Q4 2022.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Wiser Wealth Management's 13F filing for Q4 2023, filed 5 Jan 2024.