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

BT 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
-2,282
Closed -$247K – 76
2022
Q1 		$247K Hold
2,282
– – 0.06% 62
2021
Q4 		$265K Sell
2,282
-89
-4% -$9.72K 0.07% 59
2021
Q3 		$241K Sell
2,371
-138
-6% -$14.6K 0.07% 48
2021
Q2 		$255K Buy
+2,509
New +$249K 0.08% 50
2019
Q1 		– Sell
-10,330
Closed -$873K – 101
2018
Q4 		$873K Buy
+10,330
New +$814K 0.38% 35

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

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

BT Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 2,282 shares — an estimated $247K sold.

BT Wealth Management first reported a position in VNQ in Q4 2018 and held it in 5 quarters. The position peaked at $873K in Q4 2018. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • BT Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • BT Wealth Management sold 2,282 Vanguard Real Estate ETF shares in Q2 2022, an estimated $247K.
  • BT Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 5 quarters.
  • BT Wealth Management's Vanguard Real Estate ETF position peaked at $873K in Q4 2018.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.