Atlas Private Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-1,473	Closed	-$150K	–	679
2021 Q3	$150K	Sell	1,473 -136	-8%	-$14.4K	0.08%	147
2021 Q2	$164K	Buy	1,609 +64	+4%	+$6.35K	0.09%	126
2021 Q1	$142K	Sell	1,545 -219	-12%	-$19.2K	0.08%	130
2020 Q4	$150K	Buy	1,764 +65	+4%	+$5.39K	0.1%	121
2020 Q3	$134K	Sell	1,699 -219	-11%	-$17.6K	0.11%	120
2020 Q2	$151K	Buy	+1,918	New	+$145K	0.13%	118

Other funds holding VNQ

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Atlas Private Wealth Advisors's VNQ Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 1,473 shares — an estimated $150K sold.

Atlas Private Wealth Advisors first reported a position in VNQ in Q2 2020 and held it in 6 quarters. The position peaked at $164K in Q2 2021. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,473 Vanguard Real Estate ETF shares in Q4 2021, an estimated $150K.
Atlas Private Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Real Estate ETF position peaked at $164K in Q2 2021.
1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.