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WMG Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

WMG Financial 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
2023
Q2 		– Sell
-2,711
Closed -$225K – 132
2023
Q1 		$225K Sell
2,711
-562
-17% -$48.3K 0.19% 98
2022
Q4 		$270K Sell
3,273
-2,175
-40% -$180K 0.23% 91
2022
Q3 		$437K Sell
5,448
-47
-0.9% -$4.39K 0.39% 68
2022
Q2 		$499K Sell
5,495
-48
-0.9% -$4.79K 0.43% 60
2022
Q1 		$601K Buy
5,543
+371
+7% +$39.3K 0.44% 57
2021
Q4 		$600K Buy
+5,172
New +$565K 0.47% 53

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

WMG Financial Advisors's VNQ Position: Q2 2023 in Review

WMG Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 2,711 shares — an estimated $225K sold.

WMG Financial Advisors first reported a position in VNQ in Q4 2021 and held it in 6 quarters. The position peaked at $601K in Q1 2022. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

  • WMG Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • WMG Financial Advisors sold 2,711 Vanguard Real Estate ETF shares in Q2 2023, an estimated $225K.
  • WMG Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 6 quarters.
  • WMG Financial Advisors's Vanguard Real Estate ETF position peaked at $601K in Q1 2022.
  • 1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on WMG Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.