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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Bernardo Wealth Planning's VNQ Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 4,501 shares — an estimated $382K sold.

Bernardo Wealth Planning first reported a position in VNQ in Q4 2018 and held it in 9 quarters. The position peaked at $582K in Q3 2019. 1,346 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

Bernardo Wealth Planning reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 4,501 Vanguard Real Estate ETF shares in Q1 2021, an estimated $382K.
Bernardo Wealth Planning first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's Vanguard Real Estate ETF position peaked at $582K in Q3 2019.
1,346 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.