AWM
VNQ icon

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

Altium 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
2020
Q1 		– Sell
-3,605
Closed -$335K – 363
2019
Q4 		$335K Sell
3,605
-2,084
-37% -$193K 0.04% 207
2019
Q3 		$530K Buy
+5,689
New +$516K 0.07% 155
2019
Q2 		– Sell
-2,574
Closed -$224K – 296
2019
Q1 		$224K Buy
+2,574
New +$213K 0.04% 245
2018
Q4 		– Sell
-3,057
Closed -$247K – 304
2018
Q3 		$247K Sell
3,057
-2,215
-42% -$182K 0.05% 242
2018
Q2 		$429K Sell
5,272
-1,152
-18% -$89.3K 0.11% 134
2018
Q1 		$485K Sell
6,424
-878
-12% -$67.2K 0.19% 87
2017
Q4 		$606K Buy
+7,302
New +$612K 0.28% 67

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
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