Berman Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Berman Capital 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
2020 Q4	–	Sell	-2,285	Closed	-$190K	–	1840
2020 Q3	$180K	Hold	2,285	–	–	0.05%	156
2020 Q2	$179K	Sell	2,285 -1,415	-38%	-$107K	0.05%	154
2020 Q1	$258K	Buy	+3,700	New	+$325K	0.08%	100
2019 Q1	–	Sell	-399	Closed	-$29K	–	1489
2018 Q4	$29K	Sell	399 -13,056	-97%	-$1.03M	0.01%	321
2018 Q3	$1.08M	Sell	13,455 -947	-7%	-$78K	0.46%	28
2018 Q2	$1.17M	Buy	14,402 +242	+2%	+$18.8K	0.41%	33
2018 Q1	$1.07M	Buy	14,160 +1,576	+13%	+$121K	0.41%	35
2017 Q4	$1.04M	Buy	+12,584	New	+$1.05M	0.35%	40

Other funds holding VNQ

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MTWSIF

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

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

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

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

Berman Capital Advisors's VNQ Position: Q4 2020 in Review

Berman Capital Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 2,285 shares — an estimated $190K sold.

Berman Capital Advisors first reported a position in VNQ in Q4 2017 and held it in 8 quarters. The position peaked at $1.17M in Q2 2018. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

Berman Capital Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Berman Capital Advisors sold 2,285 Vanguard Real Estate ETF shares in Q4 2020, an estimated $190K.
Berman Capital Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 8 quarters.
Berman Capital Advisors's Vanguard Real Estate ETF position peaked at $1.17M in Q2 2018.
1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.