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BWM
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
$147B AUM
18.73%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv, Israel
$766M AUM
73.25%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
$45.6B AUM
18.83%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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