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VNQ icon

Bernardo Wealth Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-4,501
Closed -$382K – 153
2020
Q4 		$382K Sell
4,501
-17
-0.4% -$1.41K 0.15% 115
2020
Q3 		$356K Sell
4,518
-428
-9% -$34.4K 0.16% 104
2020
Q2 		$388K Sell
4,946
-298
-6% -$22.6K 0.21% 88
2020
Q1 		$366K Sell
5,244
-926
-15% -$81.3K 0.25% 97
2019
Q4 		$572K Sell
6,170
-75
-1% -$6.95K 0.35% 66
2019
Q3 		$582K Sell
6,245
-296
-5% -$26.9K 0.42% 54
2019
Q2 		$572K Sell
6,541
-20
-0.3% -$1.75K 0.45% 53
2019
Q1 		$570K Buy
6,561
+171
+3% +$14.1K 0.45% 55
2018
Q4 		$477K Buy
+6,390
New +$503K 0.42% 55

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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