Boston Standard Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Boston Standard 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
2021 Q1	–	Sell	-3,696	Closed	-$342K	–	38
2020 Q4	$342K	Buy	+3,696	New	+$307K	0.13%	30
2017 Q4	–	Sell	-5,043	Closed	-$357K	–	31
2017 Q3	$357K	Sell	5,043 -1,149	-19%	-$96K	0.24%	18
2017 Q2	$419K	Sell	6,192 -1,112	-15%	-$92.7K	0.29%	15
2017 Q1	$476K	Sell	7,304 -1,247	-15%	-$103K	0.37%	16
2016 Q4	$522K	Sell	8,551 -2,904	-25%	-$237K	0.41%	16
2016 Q3	$697K	Sell	11,455 -5,615	-33%	-$501K	0.56%	17
2016 Q2	$991K	Sell	17,070 -9,458	-36%	-$795K	0.86%	15
2016 Q1	$1.53M	Sell	26,528 -7,917	-23%	-$616K	1.4%	14
2015 Q4	$2M	Sell	34,445 -2,490	-7%	-$197K	1.98%	13
2015 Q3	$2.01M	Buy	36,935 +724	+2%	+$55.6K	2%	12
2015 Q2	$2.22M	Sell	36,211 -81	-0.2%	-$6.47K	2.08%	13
2015 Q1	$2.29M	Sell	36,292 -4	-0%	-$340	2.14%	13
2014 Q4	$2.14M	Buy	+36,296	New	+$2.85M	2.11%	13

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Standard Wealth Management's VNQ Position: Q1 2021 in Review

Boston Standard Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 3,696 shares — an estimated $342K sold.

Boston Standard Wealth Management first reported a position in VNQ in Q4 2014 and held it in 13 quarters. The position peaked at $2.29M in Q1 2015. 1,348 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

Boston Standard Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Boston Standard Wealth Management sold 3,696 Vanguard Real Estate ETF shares in Q1 2021, an estimated $342K.
Boston Standard Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 13 quarters.
Boston Standard Wealth Management's Vanguard Real Estate ETF position peaked at $2.29M in Q1 2015.
1,348 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Boston Standard Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.