Alpha Omega Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Alpha Omega Wealth Management’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
2019 Q2	–	Sell	-518	Closed	-$38K	–	645
2019 Q1	$38K	Sell	518 -388	-43%	-$32.1K	0.02%	277
2018 Q4	$59K	Sell	906 -977	-52%	-$77K	0.03%	210
2018 Q3	$143K	Buy	+1,883	New	+$155K	0.06%	154

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Alpha Omega Wealth Management's VNQ Position: Q2 2019 in Review

Alpha Omega Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2019, closing a stake of 518 shares — an estimated $38K sold.

Alpha Omega Wealth Management first reported a position in VNQ in Q3 2018 and held it in 3 quarters. The position peaked at $143K in Q3 2018. 1,189 funds tracked by Wall St. Rank hold VNQ as of Q2 2019.

Alpha Omega Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 518 Vanguard Real Estate ETF shares in Q2 2019, an estimated $38K.
Alpha Omega Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 3 quarters.
Alpha Omega Wealth Management's Vanguard Real Estate ETF position peaked at $143K in Q3 2018.
1,189 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.