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

Avitas 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
2020 Q1	–	Sell	-5,382	Closed	-$499K	–	174
2019 Q4	$499K	Sell	5,382 -36	-0.7%	-$3.33K	0.13%	145
2019 Q3	$505K	Buy	5,418 +711	+15%	+$64.5K	0.14%	142
2019 Q2	$411K	Buy	4,707 +115	+3%	+$10.1K	0.11%	152
2019 Q1	$399K	Buy	4,592 +13	+0.3%	+$1.07K	0.12%	146
2018 Q4	$341K	Buy	4,579 +222	+5%	+$17.5K	0.11%	141
2018 Q3	$352K	Sell	4,357 -9	-0.2%	-$741	0.1%	148
2018 Q2	$356K	Buy	+4,366	New	+$338K	0.11%	150

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Avitas Wealth Management's VNQ Position: Q1 2020 in Review

Avitas Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 5,382 shares — an estimated $499K sold.

Avitas Wealth Management first reported a position in VNQ in Q2 2018 and held it in 7 quarters. The position peaked at $505K in Q3 2019. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Avitas Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Avitas Wealth Management sold 5,382 Vanguard Real Estate ETF shares in Q1 2020, an estimated $499K.
Avitas Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 7 quarters.
Avitas Wealth Management's Vanguard Real Estate ETF position peaked at $505K in Q3 2019.
1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.