Aldebaran Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Aldebaran Financial’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 Q4	–	Sell	-4,117	Closed	-$325K	–	82
2020 Q3	$325K	Sell	4,117 -28,637	-87%	-$2.3M	0.34%	59
2020 Q2	$2.57M	Sell	32,754 -19,393	-37%	-$1.47M	3.02%	7
2020 Q1	$3.64M	Buy	52,147 +4,713	+10%	+$414K	3.55%	5
2019 Q4	$4.4M	Buy	47,434 +1,587	+3%	+$147K	3.34%	5
2019 Q3	$4.23M	Buy	45,847 +10,005	+28%	+$908K	2.82%	7
2019 Q2	$3.13M	Buy	35,842 +5,830	+19%	+$510K	2.16%	11
2019 Q1	$2.6M	Buy	30,012 +5,346	+22%	+$442K	1.83%	13
2018 Q4	$1.84M	Sell	24,666 -5,728	-19%	-$451K	1.4%	24
2018 Q3	$2.45M	Buy	+30,394	New	+$2.5M	1.59%	20

Other funds holding VNQ

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

PCA

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

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

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

Aldebaran Financial's VNQ Position: Q4 2020 in Review

Aldebaran Financial sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 4,117 shares — an estimated $325K sold.

Aldebaran Financial first reported a position in VNQ in Q3 2018 and held it in 9 quarters. The position peaked at $4.4M in Q4 2019. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

Aldebaran Financial reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Aldebaran Financial sold 4,117 Vanguard Real Estate ETF shares in Q4 2020, an estimated $325K.
Aldebaran Financial first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 9 quarters.
Aldebaran Financial's Vanguard Real Estate ETF position peaked at $4.4M in Q4 2019.
1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Aldebaran Financial's 13F filing for Q4 2020, filed 5 Feb 2021.