Baker Boyer National Bank’s Vanguard Real Estate ETF VNQ Stock Holding History

Baker Boyer National Bank’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
2022 Q1	–	Sell	-4,175	Closed	-$484K	–	86
2021 Q4	$484K	Buy	+4,175	New	+$456K	0.22%	48
2018 Q1	$315K	Hold	4,175	–	–	0.95%	41
2017 Q4	$346K	Hold	4,175	–	–	1.04%	35
2017 Q3	$347K	Hold	4,175	–	–	1.14%	32
2017 Q2	$347K	Hold	4,175	–	–	1.38%	22
2017 Q1	$345K	Hold	4,175	–	–	1.41%	24
2016 Q4	$345K	Hold	4,175	–	–	1.5%	24
2016 Q3	$362K	Hold	4,175	–	–	1.49%	25
2016 Q2	$370K	Hold	4,175	–	–	1.69%	23
2016 Q1	$350K	Hold	4,175	–	–	1.63%	23
2015 Q4	$333K	Hold	4,175	–	–	1.57%	23
2015 Q3	$315K	Hold	4,175	–	–	1.54%	24
2015 Q2	$312K	Hold	4,175	–	–	0.65%	39
2015 Q1	$352K	Hold	4,175	–	–	0.72%	38
2014 Q4	$338K	Hold	4,175	–	–	0.66%	39
2014 Q3	$300K	Hold	4,175	–	–	0.59%	40
2014 Q2	$312K	Sell	4,175 -193	-4%	-$14.2K	0.57%	40
2014 Q1	$308K	Buy	4,368 +193	+5%	+$13.2K	0.6%	39
2013 Q4	$270K	Hold	4,175	–	–	0.52%	38
2013 Q3	$276K	Hold	4,175	–	–	0.61%	32
2013 Q2	$287K	Buy	+4,175	New	+$303K	0.62%	33

Other funds holding VNQ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baker Boyer National Bank's VNQ Position: Q1 2022 in Review

Baker Boyer National Bank sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 4,175 shares — an estimated $484K sold.

Baker Boyer National Bank first reported a position in VNQ in Q2 2013 and held it in 21 quarters. The position peaked at $484K in Q4 2021. 1,642 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Baker Boyer National Bank reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Baker Boyer National Bank sold 4,175 Vanguard Real Estate ETF shares in Q1 2022, an estimated $484K.
Baker Boyer National Bank first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 21 quarters.
Baker Boyer National Bank's Vanguard Real Estate ETF position peaked at $484K in Q4 2021.
1,642 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Baker Boyer National Bank's 13F filing for Q1 2022, filed 15 Apr 2022.