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

AMJ Financial 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
-2,227
Closed -$207K – 64
2019
Q4 		$207K Buy
+2,227
New +$206K 0.15% 66

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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 $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
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

AMJ Financial Wealth Management's VNQ Position: Q1 2020 in Review

AMJ Financial Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 2,227 shares — an estimated $207K sold.

AMJ Financial Wealth Management first reported a position in VNQ in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 1,274 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

  • AMJ Financial Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 2,227 Vanguard Real Estate ETF shares in Q1 2020, an estimated $207K.
  • AMJ Financial Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • AMJ Financial Wealth Management's Vanguard Real Estate ETF position peaked at $207K in Q4 2019.
  • 1,274 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.