20/20 Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

20/20 Capital Management’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
2021 Q2	$1.78M	Sell	17,509 -522	-3%	-$51.8K	0.46%	45
2021 Q1	$1.66M	Sell	18,031 -285	-2%	-$25K	0.48%	50
2020 Q4	$1.6M	Buy	18,316 +523	+3%	+$43.4K	0.47%	51
2020 Q3	$1.41M	Sell	17,793 -474	-3%	-$38.1K	0.53%	38
2020 Q2	$1.5M	Buy	18,267 +701	+4%	+$53.1K	0.58%	34
2020 Q1	$1.29M	Buy	17,566 +58	+0.3%	+$5.09K	0.58%	35
2019 Q4	$1.67M	Buy	+17,508	New	+$1.62M	0.67%	32

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

20/20 Capital Management's VNQ Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.9% in Q2 2021, selling an estimated $51.8K and leaving 17,509 shares worth $1.78M. The position accounts for 0.46% of the portfolio, ranked #45.

20/20 Capital Management first reported a position in VNQ in Q4 2019 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

20/20 Capital Management held 17,509 shares of Vanguard Real Estate ETF worth $1.78M as of Q2 2021.
20/20 Capital Management sold 522 Vanguard Real Estate ETF shares in Q2 2021, an estimated $51.8K.
Vanguard Real Estate ETF made up 0.46% of 20/20 Capital Management's portfolio in Q2 2021, its #45 holding.
20/20 Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.