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WR Wealth Planners’s Vanguard Real Estate ETF VNQ Stock Holding History

WR Wealth Planners’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
Q4 		$11.6K Hold
130
– – ﹤0.01% 570
2024
Q3 		$12.7K Hold
130
– – ﹤0.01% 589
2024
Q2 		$10.9K Buy
130
+128
+6,400% +$10.6K ﹤0.01% 572
2024
Q1 		$173 Buy
+2
New +$171 ﹤0.01% 1134
2023
Q4 		– Sell
-2
Closed -$151 – 840
2023
Q3 		$151 Hold
2
– – ﹤0.01% 886
2023
Q2 		$167 Buy
+2
New +$164 ﹤0.01% 873

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WR Wealth Planners's VNQ Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2024 at 130 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

WR Wealth Planners first reported a position in VNQ in Q2 2023 and has held it in 6 quarters since. The position peaked at $12.7K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • WR Wealth Planners held 130 shares of Vanguard Real Estate ETF worth $11.6K as of Q4 2024.
  • WR Wealth Planners left its Vanguard Real Estate ETF share count unchanged in Q4 2024.
  • Vanguard Real Estate ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #570 holding.
  • WR Wealth Planners first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Vanguard Real Estate ETF position peaked at $12.7K in Q3 2024.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.