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Aaron Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Aaron Wealth Advisors’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
Q2 		– Sell
-1,215
Closed -$132K – 831
2022
Q1 		$132K Buy
+1,215
New +$129K 0.03% 229

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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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Aaron Wealth Advisors's VNQ Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 1,215 shares — an estimated $132K sold.

Aaron Wealth Advisors first reported a position in VNQ in Q1 2022 and held it in 1 quarter. The position peaked at $132K in Q1 2022. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,215 Vanguard Real Estate ETF shares in Q2 2022, an estimated $132K.
  • Aaron Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Vanguard Real Estate ETF position peaked at $132K in Q1 2022.
  • 1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.