1776 Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-480	Closed	-$37K	–	300
2020 Q2	$37K	Sell	480 -910	-65%	-$69K	0.03%	206
2020 Q1	$112K	Buy	1,390 +720	+107%	+$63.2K	0.05%	176
2019 Q4	$62K	Buy	+670	New	+$62K	0.05%	168

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

1776 Wealth's VNQ Position: Q3 2020 in Review

1776 Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 480 shares — an estimated $37K sold.

1776 Wealth first reported a position in VNQ in Q4 2019 and held it in 3 quarters. The position peaked at $112K in Q1 2020. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

1776 Wealth reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 480 Vanguard Real Estate ETF shares in Q3 2020, an estimated $37K.
1776 Wealth first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's Vanguard Real Estate ETF position peaked at $112K in Q1 2020.
1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.