BigSur Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

BigSur Wealth Management’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 Q3	–	Sell	-6,950	Closed	-$546K	–	112
2020 Q2	$546K	Hold	6,950	–	–	0.39%	56
2020 Q1	$485K	Hold	6,950	–	–	0.36%	55
2019 Q4	$645K	Hold	6,950	–	–	0.36%	56
2019 Q3	$648K	Hold	6,950	–	–	0.44%	51
2019 Q2	$613K	Hold	6,950	–	–	0.43%	50
2019 Q1	$608K	Hold	6,950	–	–	0.4%	53
2018 Q4	$518K	Hold	6,950	–	–	0.37%	51
2018 Q3	$561K	Hold	6,950	–	–	0.35%	52
2018 Q2	$566K	Hold	6,950	–	–	0.41%	44
2018 Q1	$525K	Hold	6,950	–	–	0.37%	54
2017 Q4	$577K	Hold	6,950	–	–	0.57%	42
2017 Q3	$577K	Hold	6,950	–	–	0.58%	44
2017 Q2	$583K	Hold	6,950	–	–	0.59%	44
2017 Q1	$566K	Hold	6,950	–	–	0.61%	41
2016 Q4	$574K	Buy	+6,950	New	+$566K	0.77%	34

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

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

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

MTWSIF

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

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

PCA

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BigSur Wealth Management's VNQ Position: Q3 2020 in Review

BigSur Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 6,950 shares — an estimated $546K sold.

BigSur Wealth Management first reported a position in VNQ in Q4 2016 and held it in 15 quarters. The position peaked at $648K in Q3 2019. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

BigSur Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
BigSur Wealth Management sold 6,950 Vanguard Real Estate ETF shares in Q3 2020, an estimated $546K.
BigSur Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 15 quarters.
BigSur Wealth Management's Vanguard Real Estate ETF position peaked at $648K in Q3 2019.
1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on BigSur Wealth Management's 13F filing for Q3 2020, filed 30 Oct 2020.