BS
VNQ icon

Boenning & Scattergood’s Vanguard Real Estate ETF VNQ Stock Holding History

Boenning & Scattergood’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
Q4 		$1.6M Buy
14,811
+6,288
+74% +$521K 0.26% 101
2022
Q3 		$683K Sell
8,523
-946
-10% -$88.5K 0.14% 171
2022
Q2 		$863K Sell
9,469
-5,342
-36% -$532K 0.16% 146
2022
Q1 		$1.6M Buy
14,811
+7,380
+99% +$781K 0.26% 101
2021
Q4 		$862K Buy
7,431
+86
+1% +$9.39K 0.14% 174
2021
Q3 		$747K Buy
7,345
+277
+4% +$29.4K 0.13% 186
2021
Q2 		$720K Buy
7,068
+367
+5% +$36.4K 0.13% 181
2021
Q1 		$616K Buy
6,701
+691
+11% +$60.7K 0.12% 201
2020
Q4 		$510K Sell
6,010
-1,593
-21% -$132K 0.11% 205
2020
Q3 		$600K Sell
7,603
-1,305
-15% -$105K 0.14% 161
2020
Q2 		$700K Buy
8,908
+63
+0.7% +$4.78K 0.19% 131
2020
Q1 		$618K Sell
8,845
-17,346
-66% -$1.52M 0.21% 117
2019
Q4 		$2.43M Buy
26,191
+83
+0.3% +$7.69K 0.63% 41
2019
Q3 		$2.44M Sell
26,108
-454
-2% -$41.2K 0.7% 36
2019
Q2 		$2.32M Buy
26,562
+352
+1% +$30.8K 0.68% 35
2019
Q1 		$2.28M Buy
26,210
+10,647
+68% +$880K 0.68% 34
2018
Q4 		$1.16M Buy
15,563
+2,073
+15% +$163K 0.41% 69
2018
Q3 		$1.09M Sell
13,490
-739
-5% -$60.9K 0.35% 80
2018
Q2 		$1.16M Buy
+14,229
New +$1.1M 0.38% 78

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return