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

Aurora Private Wealth’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 		– Sell
-5,258
Closed -$447K – 237
2020
Q4 		$447K Buy
+5,258
New +$436K 0.19% 116
2020
Q2 		– Sell
-10,913
Closed -$762K – 237
2020
Q1 		$762K Buy
+10,913
New +$958K 0.27% 84

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aurora Private Wealth's VNQ Position: Q1 2021 in Review

Aurora Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 5,258 shares — an estimated $447K sold.

Aurora Private Wealth first reported a position in VNQ in Q1 2020 and held it in 2 quarters. The position peaked at $762K in Q1 2020. 1,348 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

  • Aurora Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 5,258 Vanguard Real Estate ETF shares in Q1 2021, an estimated $447K.
  • Aurora Private Wealth first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • Aurora Private Wealth's Vanguard Real Estate ETF position peaked at $762K in Q1 2020.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Aurora Private Wealth's 13F filing for Q1 2021, filed 19 Apr 2021.