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World Equity Group’s Vanguard Real Estate ETF VNQ Stock Holding History

World Equity 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
2024
Q2 		– Sell
-2,482
Closed -$215K – 324
2024
Q1 		$215K Hold
2,482
– – 0.04% 288
2023
Q4 		$219K Buy
+2,482
New +$197K 0.04% 303
2023
Q2 		– Sell
-3,757
Closed -$287K – 558
2023
Q1 		$287K Buy
+3,757
New +$323K 0.04% 386
2022
Q3 		– Sell
-15,280
Closed -$1.39M – 358
2022
Q2 		$1.39M Sell
15,280
-628
-4% -$62.6K 0.35% 77
2022
Q1 		$1.72M Buy
+15,908
New +$1.68M 0.37% 69

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
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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

World Equity Group's VNQ Position: Q2 2024 in Review

World Equity Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2024, closing a stake of 2,482 shares — an estimated $215K sold.

World Equity Group first reported a position in VNQ in Q1 2022 and held it in 5 quarters. The position peaked at $1.72M in Q1 2022. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • World Equity Group reported no remaining Vanguard Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • World Equity Group sold 2,482 Vanguard Real Estate ETF shares in Q2 2024, an estimated $215K.
  • World Equity Group first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 5 quarters.
  • World Equity Group's Vanguard Real Estate ETF position peaked at $1.72M in Q1 2022.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on World Equity Group's 13F filing for Q2 2024, filed 18 Jul 2024.