Advanced Research Investment Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Advanced Research Investment Solutions’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 Q3	–	Sell	-8,118	Closed	-$740K	–	186
2022 Q2	$740K	Sell	8,118 -862	-10%	-$85.9K	0.41%	16
2022 Q1	$973K	Hold	8,980	–	–	0.41%	17
2021 Q4	$1.04M	Sell	8,980 -1,016	-10%	-$111K	0.38%	16
2021 Q3	$1.02M	Buy	9,996 +1,016	+11%	+$108K	0.52%	11
2021 Q2	$914K	Buy	+8,980	New	+$891K	0.82%	11

Other funds holding VNQ

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

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

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

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

PCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advanced Research Investment Solutions's VNQ Position: Q3 2022 in Review

Advanced Research Investment Solutions sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 8,118 shares — an estimated $740K sold.

Advanced Research Investment Solutions first reported a position in VNQ in Q2 2021 and held it in 5 quarters. The position peaked at $1.04M in Q4 2021. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Advanced Research Investment Solutions reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 8,118 Vanguard Real Estate ETF shares in Q3 2022, an estimated $740K.
Advanced Research Investment Solutions first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 5 quarters.
Advanced Research Investment Solutions's Vanguard Real Estate ETF position peaked at $1.04M in Q4 2021.
1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q3 2022, filed 7 Nov 2022.