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VNQ icon

YorkBridge Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$2.41M Buy
29,196
+1,326
+5% +$110K 0.61% 45
2022
Q3 		$2.23M Buy
27,870
+2,928
+12% +$274K 0.58% 47
2022
Q2 		$2.27M Buy
24,942
+13,581
+120% +$1.35M 0.59% 43
2022
Q1 		$1.23M Buy
11,361
+673
+6% +$71.2K 0.27% 79
2021
Q4 		$1.24M Buy
10,688
+171
+2% +$18.7K 0.28% 75
2021
Q3 		$1.07M Buy
10,517
+456
+5% +$48.4K 0.27% 78
2021
Q2 		$1.02M Buy
10,061
+75
+0.8% +$7.44K 0.27% 76
2021
Q1 		$917K Buy
9,986
+811
+9% +$71.3K 0.27% 77
2020
Q4 		$779K Buy
9,175
+141
+2% +$11.7K 0.26% 81
2020
Q3 		$713K Buy
9,034
+324
+4% +$26K 0.3% 74
2020
Q2 		$684K Buy
8,710
+884
+11% +$67K 0.31% 74
2020
Q1 		$547K Buy
7,826
+318
+4% +$27.9K 0.34% 77
2019
Q4 		$697K Buy
7,508
+41
+0.5% +$3.8K 0.32% 80
2019
Q3 		$696K Sell
7,467
-13
-0.2% -$1.18K 0.35% 75
2019
Q2 		$654K Buy
7,480
+452
+6% +$39.6K 0.29% 81
2019
Q1 		$611K Buy
7,028
+125
+2% +$10.3K 0.28% 83
2018
Q4 		$515K Buy
6,903
+336
+5% +$26.5K 0.27% 88
2018
Q3 		$525K Sell
6,567
-132
-2% -$10.9K 0.24% 95
2018
Q2 		$546K Sell
6,699
-8
-0.1% -$620 0.24% 93
2018
Q1 		$498K Buy
6,707
+200
+3% +$15.3K 0.23% 96
2017
Q4 		$487K Buy
6,507
+1,104
+20% +$92.5K 0.24% 95
2017
Q3 		$449K Buy
5,403
+586
+12% +$49K 0.23% 94
2017
Q2 		$406K Buy
4,817
+276
+6% +$23K 0.22% 100
2017
Q1 		$378K Sell
4,541
-714
-14% -$59.2K 0.2% 105
2016
Q4 		$421K Buy
+5,255
New +$428K 0.25% 92

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

YorkBridge Wealth Partners's VNQ Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 4.8% in Q4 2022, buying an estimated $110K and bringing the position to 29,196 shares worth $2.41M. The position accounts for 0.61% of the portfolio, ranked #45.

YorkBridge Wealth Partners first reported a position in VNQ in Q4 2016 and has held it in 25 quarters since. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • YorkBridge Wealth Partners held 29,196 shares of Vanguard Real Estate ETF worth $2.41M as of Q4 2022.
  • YorkBridge Wealth Partners bought 1,326 Vanguard Real Estate ETF shares in Q4 2022, an estimated $110K.
  • Vanguard Real Estate ETF made up 0.61% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #45 holding.
  • YorkBridge Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 25 quarters since.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.