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Brandywine Oak Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-806
Closed -$60K – 612
2018
Q4 		$60K Buy
+806
New +$63.5K 0.01% 341

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MTWSIF
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Brandywine Oak Private Wealth's VNQ Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q1 2019, closing a stake of 806 shares — an estimated $60K sold.

Brandywine Oak Private Wealth first reported a position in VNQ in Q4 2018 and held it in 1 quarter. The position peaked at $60K in Q4 2018. 1,175 funds tracked by Wall St. Rank hold VNQ as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 806 Vanguard Real Estate ETF shares in Q1 2019, an estimated $60K.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Vanguard Real Estate ETF position peaked at $60K in Q4 2018.
  • 1,175 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.