ACP
VNQ icon

Aviance Capital Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Aviance Capital Partners’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
2018
Q1 		– Sell
-7,324
Closed -$608K – 229
2017
Q4 		$608K Buy
7,324
+11
+0.2% +$922 0.2% 137
2017
Q3 		$608K Sell
7,313
-753
-9% -$62.9K 0.21% 130
2017
Q2 		$671K Buy
8,066
+1,995
+33% +$166K 0.22% 127
2017
Q1 		$501K Buy
6,071
+1,607
+36% +$133K 0.18% 139
2016
Q4 		$368K Buy
4,464
+785
+21% +$63.9K 0.13% 157
2016
Q3 		$319K Buy
3,679
+175
+5% +$15.6K 0.11% 162
2016
Q2 		$311K Buy
+3,504
New +$294K 0.11% 168

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return