Bickling Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Bickling Financial Services’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 Q4	–	Sell	-11,511	Closed	-$923K	–	123
2022 Q3	$923K	Sell	11,511 -5,391	-32%	-$504K	0.62%	36
2022 Q2	$1.54M	Sell	16,902 -2,497	-13%	-$249K	0.98%	24
2022 Q1	$2.1M	Sell	19,399 -975	-5%	-$103K	1.08%	24
2021 Q4	$2.36M	Buy	20,374 +522	+3%	+$57K	1.15%	22
2021 Q3	$2.02M	Buy	19,852 +22	+0.1%	+$2.33K	1.03%	23
2021 Q2	$2.02M	Sell	19,830 -855	-4%	-$84.8K	0.91%	24
2021 Q1	$1.9M	Buy	20,685 +796	+4%	+$70K	0.96%	23
2020 Q4	$1.69M	Buy	+19,889	New	+$1.65M	1.04%	24

Other funds holding VNQ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Bickling Financial Services's VNQ Position: Q4 2022 in Review

Bickling Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 11,511 shares — an estimated $923K sold.

Bickling Financial Services first reported a position in VNQ in Q4 2020 and held it in 8 quarters. The position peaked at $2.36M in Q4 2021. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

Bickling Financial Services reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Bickling Financial Services sold 11,511 Vanguard Real Estate ETF shares in Q4 2022, an estimated $923K.
Bickling Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 8 quarters.
Bickling Financial Services's Vanguard Real Estate ETF position peaked at $2.36M in Q4 2021.
1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.