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Bivin & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Bivin & Associates’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
Q2 		$32K Hold
350
– – 0.03% 91
2022
Q1 		$38K Sell
350
-281
-45% -$29.7K 0.03% 93
2021
Q4 		$73K Buy
+631
New +$68.9K 0.06% 74

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bivin & Associates's VNQ Position: Q2 2022 in Review

Bivin & Associates held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2022 at 350 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #91.

Bivin & Associates first reported a position in VNQ in Q4 2021 and has held it in 3 quarters since. The position peaked at $73K in Q4 2021. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Bivin & Associates held 350 shares of Vanguard Real Estate ETF worth $32K as of Q2 2022.
  • Bivin & Associates left its Vanguard Real Estate ETF share count unchanged in Q2 2022.
  • Vanguard Real Estate ETF made up 0.03% of Bivin & Associates's portfolio in Q2 2022, its #91 holding.
  • Bivin & Associates first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Vanguard Real Estate ETF position peaked at $73K in Q4 2021.
  • 1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.