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

Boyd 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
2022
Q2 		– Sell
-3,725
Closed -$404K – 46
2022
Q1 		$404K Sell
3,725
-23,268
-86% -$2.46M 0.3% 31
2021
Q4 		$3.13M Buy
+26,993
New +$2.95M 2.27% 14

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

Boyd Wealth Management's VNQ Position: Q2 2022 in Review

Boyd Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 3,725 shares — an estimated $404K sold.

Boyd Wealth Management first reported a position in VNQ in Q4 2021 and held it in 2 quarters. The position peaked at $3.13M in Q4 2021. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Boyd Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Boyd Wealth Management sold 3,725 Vanguard Real Estate ETF shares in Q2 2022, an estimated $404K.
  • Boyd Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Boyd Wealth Management's Vanguard Real Estate ETF position peaked at $3.13M in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Boyd Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.