CWM
VNQ icon

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

Campbell 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
2020
Q3 		– Sell
-925
Closed -$73K – 334
2020
Q2 		$73K Buy
+925
New +$70.1K 0.01% 120

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Campbell Wealth Management's VNQ Position: Q3 2020 in Review

Campbell Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 925 shares — an estimated $73K sold.

Campbell Wealth Management first reported a position in VNQ in Q2 2020 and held it in 1 quarter. The position peaked at $73K in Q2 2020. 1,198 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • Campbell Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 925 Vanguard Real Estate ETF shares in Q3 2020, an estimated $73K.
  • Campbell Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Vanguard Real Estate ETF position peaked at $73K in Q2 2020.
  • 1,198 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.