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

Blue Chip 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	$430K	Sell	5,447 -433	-7%	-$34.8K	0.34%	63
2020 Q2	$462K	Hold	5,880	–	–	0.44%	60
2020 Q1	$411K	Sell	5,880 -716	-11%	-$62.9K	0.51%	54
2019 Q4	$612K	Buy	6,596 +32	+0.5%	+$2.96K	0.57%	49
2019 Q3	$612K	Buy	6,564 +552	+9%	+$50.1K	0.64%	46
2019 Q2	$525K	Buy	6,012 +21	+0.4%	+$1.84K	0.55%	50
2019 Q1	$521K	Buy	5,991 +100	+2%	+$8.26K	0.59%	50
2018 Q4	$439K	Sell	5,891 -284	-5%	-$22.4K	0.58%	50
2018 Q3	$498K	Sell	6,175 -54	-0.9%	-$4.45K	0.5%	57
2018 Q2	$507K	Buy	6,229 +259	+4%	+$20.1K	0.55%	53
2018 Q1	$451K	Buy	+5,970	New	+$457K	0.46%	56

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

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

Blue Chip Wealth Management's VNQ Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 7.4% in Q3 2020, selling an estimated $34.8K and leaving 5,447 shares worth $430K. The position accounts for 0.34% of the portfolio, ranked #63.

Blue Chip Wealth Management first reported a position in VNQ in Q1 2018 and has held it in 11 quarters since. The position peaked at $612K in Q4 2019. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Blue Chip Wealth Management held 5,447 shares of Vanguard Real Estate ETF worth $430K as of Q3 2020.
Blue Chip Wealth Management sold 433 Vanguard Real Estate ETF shares in Q3 2020, an estimated $34.8K.
Vanguard Real Estate ETF made up 0.34% of Blue Chip Wealth Management's portfolio in Q3 2020, its #63 holding.
Blue Chip Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Vanguard Real Estate ETF position peaked at $612K in Q4 2019.
1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.