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Atlanta Financial Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Atlanta Financial Associates’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
2021
Q1 		$287K Hold
3,384
– – 0.13% 57
2020
Q4 		$287K Buy
3,384
+339
+11% +$28.1K 0.13% 58
2020
Q3 		$240K Buy
+3,045
New +$244K 0.12% 59

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MTWSIF
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PCA
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Wealthfront Advisers
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Atlanta Financial Associates's VNQ Position: Q1 2021 in Review

Atlanta Financial Associates held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2021 at 3,384 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #57.

Atlanta Financial Associates first reported a position in VNQ in Q3 2020 and has held it in 3 quarters since. 1,347 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

  • Atlanta Financial Associates held 3,384 shares of Vanguard Real Estate ETF worth $287K as of Q1 2021.
  • Atlanta Financial Associates left its Vanguard Real Estate ETF share count unchanged in Q1 2021.
  • Vanguard Real Estate ETF made up 0.13% of Atlanta Financial Associates's portfolio in Q1 2021, its #57 holding.
  • Atlanta Financial Associates first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 3 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.