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Bruderman Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bruderman Asset 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
Q4 		– Sell
-31,322
Closed -$2.47M – 113
2020
Q3 		$2.47M Sell
31,322
-768
-2% -$61.7K 0.81% 41
2020
Q2 		$2.58M Sell
32,090
-3,765
-11% -$285K 0.85% 41
2020
Q1 		$2.34M Sell
35,855
-10,328
-22% -$907K 0.93% 34
2019
Q4 		$4.24M Sell
46,183
-7,138
-13% -$661K 1.32% 30
2019
Q3 		$4.86M Sell
53,321
-13,986
-21% -$1.27M 1.23% 30
2019
Q2 		$5.88M Buy
67,307
+50,865
+309% +$4.45M 1.39% 29
2019
Q1 		$1.43M Buy
16,442
+367
+2% +$30.3K 0.31% 58
2018
Q4 		$1.2M Sell
16,075
-42
-0.3% -$3.31K 0.31% 53
2018
Q3 		$1.3M Sell
16,117
-322
-2% -$26.5K 0.3% 63
2018
Q2 		$1.34M Sell
16,439
-567
-3% -$43.9K 0.33% 63
2018
Q1 		$1.28M Sell
17,006
-202
-1% -$15.5K 0.31% 61
2017
Q4 		$1.43M Sell
17,208
-24
-0.1% -$2.01K 0.36% 56
2017
Q3 		$1.43M Sell
17,232
-634
-4% -$53K 0.37% 56
2017
Q2 		$1.49M Sell
17,866
-19,691
-52% -$1.64M 0.4% 54
2017
Q1 		$3.1M Buy
37,557
+2,609
+7% +$216K 0.9% 36
2016
Q4 		$2.88M Buy
34,948
+684
+2% +$55.7K 0.87% 36
2016
Q3 		$2.97M Buy
34,264
+1,644
+5% +$147K 0.89% 34
2016
Q2 		$2.89M Buy
32,620
+13,348
+69% +$1.12M 0.91% 32
2016
Q1 		$1.61M Sell
19,272
-3,039
-14% -$237K 0.56% 42
2015
Q4 		$1.78M Sell
22,311
-934
-4% -$73.9K 0.67% 39
2015
Q3 		$1.76M Buy
23,245
+1,010
+5% +$77.6K 0.69% 38
2015
Q2 		$1.66M Buy
22,235
+2,145
+11% +$171K 0.64% 40
2015
Q1 		$1.69M Buy
+20,090
New +$1.71M 0.66% 39

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bruderman Asset Management's VNQ Position: Q4 2020 in Review

Bruderman Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 31,322 shares — an estimated $2.47M sold.

Bruderman Asset Management first reported a position in VNQ in Q1 2015 and held it in 23 quarters. The position peaked at $5.88M in Q2 2019. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

  • Bruderman Asset Management reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Bruderman Asset Management sold 31,322 Vanguard Real Estate ETF shares in Q4 2020, an estimated $2.47M.
  • Bruderman Asset Management first reported a position in Vanguard Real Estate ETF in Q1 2015 and held it in 23 quarters.
  • Bruderman Asset Management's Vanguard Real Estate ETF position peaked at $5.88M in Q2 2019.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Bruderman Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.