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

Acorn 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
2018
Q3 		– Sell
-947
Closed -$77K – 435
2018
Q2 		$77K Hold
947
– – 0.07% 204
2018
Q1 		$72K Hold
947
– – 0.06% 206
2017
Q4 		$77K Buy
+947
New +$79.4K 0.07% 195

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Acorn Wealth Advisors's VNQ Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2018, closing a stake of 947 shares — an estimated $77K sold.

Acorn Wealth Advisors first reported a position in VNQ in Q4 2017 and held it in 3 quarters. The position peaked at $77K in Q2 2018. 1,035 funds tracked by Wall St. Rank hold VNQ as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 947 Vanguard Real Estate ETF shares in Q3 2018, an estimated $77K.
  • Acorn Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Vanguard Real Estate ETF position peaked at $77K in Q2 2018.
  • 1,035 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.