Angeles Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Angeles Investment Advisors’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
2022 Q1	–	Sell	-864	Closed	-$100K	–	219
2021 Q4	$100K	Buy	+864	New	+$94.4K	0.01%	211
2021 Q3	–	Sell	-7,900	Closed	-$804K	–	247
2021 Q2	$804K	Hold	7,900	–	–	0.05%	73
2021 Q1	$726K	Hold	7,900	–	–	0.06%	62
2020 Q4	$671K	Hold	7,900	–	–	0.07%	60
2020 Q3	$624K	Sell	7,900 -3,700	-32%	-$297K	0.08%	51
2020 Q2	$911K	Sell	11,600 -179	-2%	-$13.6K	0.13%	33
2020 Q1	$907K	Buy	11,779 +179	+2%	+$15.7K	0.24%	27
2019 Q4	$1.08M	Hold	11,600	–	–	0.22%	27
2019 Q3	$1.08M	Hold	11,600	–	–	0.23%	24
2019 Q2	$1.01M	Hold	11,600	–	–	0.25%	23
2019 Q1	$1.01M	Sell	11,600 -620	-5%	-$51.2K	0.96%	17
2018 Q4	$911K	Buy	+12,220	New	+$963K	0.79%	19

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

PCA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Angeles Investment Advisors's VNQ Position: Q1 2022 in Review

Angeles Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 864 shares — an estimated $100K sold.

Angeles Investment Advisors first reported a position in VNQ in Q4 2018 and held it in 12 quarters. The position peaked at $1.08M in Q3 2019. 1,642 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Angeles Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Angeles Investment Advisors sold 864 Vanguard Real Estate ETF shares in Q1 2022, an estimated $100K.
Angeles Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 12 quarters.
Angeles Investment Advisors's Vanguard Real Estate ETF position peaked at $1.08M in Q3 2019.
1,642 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.