BHWM
VNQ icon

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

Bay Harbor 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
2022
Q3 		– Sell
-322
Closed -$29K – 213
2022
Q2 		$29K Sell
322
-162
-33% -$16.1K 0.01% 124
2022
Q1 		$52K Hold
484
– – 0.02% 113
2021
Q4 		$51K Buy
+484
New +$52.9K 0.02% 117
2021
Q1 		– Sell
-2
Closed – – 421
2020
Q4 		$0 Hold
2
– – ﹤0.01% 465
2020
Q3 		$0 Hold
2
– – ﹤0.01% 415
2020
Q2 		$0 Hold
2
– – ﹤0.01% 426
2020
Q1 		$0 Hold
2
– – ﹤0.01% 418
2019
Q4 		$0 Sell
2
-202
-99% -$18.7K ﹤0.01% 391
2019
Q3 		$19K Buy
204
+202
+10,100% +$18.3K 0.01% 212
2019
Q2 		$0 Buy
2
+1
+100% +$88 ﹤0.01% 439
2019
Q1 		$0 Hold
1
– – ﹤0.01% 433
2018
Q4 		$0 Buy
+1
New +$79 ﹤0.01% 406

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return