ZIG
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Zullo Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-2,435
Closed -$201K – 696
2022
Q4 		$201K Sell
2,435
-992
-29% -$82.3K 0.12% 133
2022
Q3 		$275K Sell
3,427
-103
-3% -$9.63K 0.18% 102
2022
Q2 		$322K Sell
3,530
-162
-4% -$16.1K 0.2% 95
2022
Q1 		$400K Sell
3,692
-13
-0.4% -$1.38K 0.21% 92
2021
Q4 		$430K Buy
+3,705
New +$405K 0.22% 91

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zullo Investment Group's VNQ Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 2,435 shares — an estimated $201K sold.

Zullo Investment Group first reported a position in VNQ in Q4 2021 and held it in 5 quarters. The position peaked at $430K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Zullo Investment Group reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,435 Vanguard Real Estate ETF shares in Q1 2023, an estimated $201K.
  • Zullo Investment Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Vanguard Real Estate ETF position peaked at $430K in Q4 2021.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.