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 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

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

MTWSIF

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PCA

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

Altium Wealth Management's VNQ Position: Q1 2020 in Review

Altium Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 3,605 shares — an estimated $335K sold.

Altium Wealth Management first reported a position in VNQ in Q4 2017 and held it in 7 quarters. The position peaked at $606K in Q4 2017. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Altium Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Altium Wealth Management sold 3,605 Vanguard Real Estate ETF shares in Q1 2020, an estimated $335K.
Altium Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 7 quarters.
Altium Wealth Management's Vanguard Real Estate ETF position peaked at $606K in Q4 2017.
1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.