Burt Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Burt Wealth Advisors’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 Q2	–	Sell	-243	Closed	-$17K	–	445
2020 Q1	$17K	Hold	243	–	–	0.01%	239
2019 Q4	$23K	Hold	243	–	–	0.01%	226
2019 Q3	$23K	Hold	243	–	–	0.01%	224
2019 Q2	$21K	Hold	243	–	–	0.01%	234
2019 Q1	$21K	Buy	+243	New	+$20.1K	0.01%	238
2017 Q2	–	Sell	-411	Closed	-$34K	–	421
2017 Q1	$34K	Hold	411	–	–	0.02%	195
2016 Q4	$34K	Hold	411	–	–	0.03%	197
2016 Q3	$35K	Hold	411	–	–	0.04%	180
2016 Q2	$36K	Hold	411	–	–	0.04%	178
2016 Q1	$34K	Buy	+411	New	+$32K	0.03%	197

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

PCA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Burt Wealth Advisors's VNQ Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 243 shares — an estimated $17K sold.

Burt Wealth Advisors first reported a position in VNQ in Q1 2016 and held it in 10 quarters. The position peaked at $36K in Q2 2016. 1,218 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

Burt Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 243 Vanguard Real Estate ETF shares in Q2 2020, an estimated $17K.
Burt Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 10 quarters.
Burt Wealth Advisors's Vanguard Real Estate ETF position peaked at $36K in Q2 2016.
1,218 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.