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

Atlas Private 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
2021
Q2 		– Sell
-74
Closed -$7K – 368
2021
Q1 		$7K Buy
+74
New +$6.5K ﹤0.01% 335
2020
Q2 		– Sell
-78
Closed -$5K – 492
2020
Q1 		$5K Buy
+78
New +$6.85K ﹤0.01% 370

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Atlas Private Wealth Management's VNQ Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 74 shares — an estimated $7K sold.

Atlas Private Wealth Management first reported a position in VNQ in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 74 Vanguard Real Estate ETF shares in Q2 2021, an estimated $7K.
  • Atlas Private Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • Atlas Private Wealth Management's Vanguard Real Estate ETF position peaked at $7K in Q1 2021.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.