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American Economic Planning Group’s Vanguard Real Estate ETF VNQ Stock Holding History

American Economic Planning 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
2017
Q2 		– Sell
-3,352
Closed -$277K – 81
2017
Q1 		$277K Sell
3,352
-1,071
-24% -$88.8K 0.11% 59
2016
Q4 		$365K Buy
4,423
+149
+3% +$12.1K 0.16% 36
2016
Q3 		$372K Hold
4,274
– – 0.15% 32
2016
Q2 		$379K Buy
+4,274
New +$359K 0.15% 31

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B 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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Economic Planning Group's VNQ Position: Q2 2017 in Review

American Economic Planning Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2017, closing a stake of 3,352 shares — an estimated $277K sold.

American Economic Planning Group first reported a position in VNQ in Q2 2016 and held it in 4 quarters. The position peaked at $379K in Q2 2016. 931 funds tracked by Wall St. Rank hold VNQ as of Q2 2017.

  • American Economic Planning Group reported no remaining Vanguard Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • American Economic Planning Group sold 3,352 Vanguard Real Estate ETF shares in Q2 2017, an estimated $277K.
  • American Economic Planning Group first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 4 quarters.
  • American Economic Planning Group's Vanguard Real Estate ETF position peaked at $379K in Q2 2016.
  • 931 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2017.

Based on American Economic Planning Group's 13F filing for Q2 2017, filed 25 Jul 2017.