BCWM
VNQ icon

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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return