Advocacy Wealth Management Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Advocacy Wealth Management Services’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 Q1	–	Sell	-170	Closed	-$16K	–	141
2019 Q4	$16K	Hold	170	–	–	﹤0.01%	106
2019 Q3	$16K	Hold	170	–	–	0.01%	106
2019 Q2	$15K	Buy	+170	New	+$14.9K	0.01%	115
2016 Q3	–	Sell	-73	Closed	-$6K	–	393
2016 Q2	$6K	Sell	73 -677	-90%	-$56.9K	﹤0.01%	340
2016 Q1	$63K	Sell	750 -2,330	-76%	-$181K	0.04%	164
2015 Q4	$246K	Buy	+3,080	New	+$244K	0.28%	76
2013 Q3	$324K	Buy	4,888 +2,595	+113%	+$176K	0.89%	28
2013 Q2	$158K	Buy	+2,293	New	+$167K	0.63%	47

Other funds holding VNQ

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

PCA

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

Advocacy Wealth Management Services's VNQ Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 170 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in VNQ in Q2 2013 and held it in 8 quarters. The position peaked at $324K in Q3 2013. 1,274 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Advocacy Wealth Management Services reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 170 Vanguard Real Estate ETF shares in Q1 2020, an estimated $16K.
Advocacy Wealth Management Services first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 8 quarters.
Advocacy Wealth Management Services's Vanguard Real Estate ETF position peaked at $324K in Q3 2013.
1,274 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.