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Affinia Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Affinia Financial Group’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
-1,841
Closed -$207K – 34
2022
Q1 		$207K Buy
+1,841
New +$195K 0.16% 29
2021
Q3 		– Sell
-4,071
Closed -$434K – 33
2021
Q2 		$434K Buy
+4,071
New +$404K 0.26% 17

Other funds holding VNQ

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

Affinia Financial Group's VNQ Position: Q2 2022 in Review

Affinia Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 1,841 shares — an estimated $207K sold.

Affinia Financial Group first reported a position in VNQ in Q2 2021 and held it in 2 quarters. The position peaked at $434K in Q2 2021. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Affinia Financial Group reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Affinia Financial Group sold 1,841 Vanguard Real Estate ETF shares in Q2 2022, an estimated $207K.
  • Affinia Financial Group first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 2 quarters.
  • Affinia Financial Group's Vanguard Real Estate ETF position peaked at $434K in Q2 2021.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Affinia Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.