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Belvedere Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Belvedere Advisors’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
2019
Q2 		$131K Sell
1,496
-700
-32% -$61.3K 4.04% 7
2019
Q1 		$190K Buy
+2,196
New +$181K 2.45% 13

Other funds holding VNQ

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Belvedere Advisors's VNQ Position: Q2 2019 in Review

Belvedere Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 32% in Q2 2019, selling an estimated $61.3K and leaving 1,496 shares worth $131K. The position accounts for 4.04% of the portfolio, ranked #7.

Belvedere Advisors first reported a position in VNQ in Q1 2019 and has held it in 2 quarters since. The position peaked at $190K in Q1 2019. 1,189 funds tracked by Wall St. Rank hold VNQ as of Q2 2019.

  • Belvedere Advisors held 1,496 shares of Vanguard Real Estate ETF worth $131K as of Q2 2019.
  • Belvedere Advisors sold 700 Vanguard Real Estate ETF shares in Q2 2019, an estimated $61.3K.
  • Vanguard Real Estate ETF made up 4.04% of Belvedere Advisors's portfolio in Q2 2019, its #7 holding.
  • Belvedere Advisors first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's Vanguard Real Estate ETF position peaked at $190K in Q1 2019.
  • 1,189 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.