Cannell & Spears’s Vanguard Real Estate ETF VNQ Stock Holding History

Cannell & Spears’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
2023 Q1	–	Sell	-3,257	Closed	-$269K	–	231
2022 Q4	$269K	Sell	3,257 -1	-0%	-$83	0.03%	190
2022 Q3	$261K	Sell	3,258 -1,011	-24%	-$94.5K	0.03%	169
2022 Q2	$389K	Sell	4,269 -774	-15%	-$77.2K	0.04%	151
2022 Q1	$547K	Sell	5,043 -32	-0.6%	-$3.39K	0.04%	140
2021 Q4	$589K	Sell	5,075 -6	-0.1%	-$655	0.04%	140
2021 Q3	$517K	Sell	5,081 -2	-0%	-$212	0.04%	142
2021 Q2	$517K	Buy	5,083 +585	+13%	+$58K	0.04%	144
2021 Q1	$413K	Sell	4,498 -15	-0.3%	-$1.32K	0.03%	152
2020 Q4	$383K	Sell	4,513 -16	-0.4%	-$1.33K	0.03%	156
2020 Q3	$358K	Hold	4,529	–	–	0.03%	153
2020 Q2	$356K	Buy	4,529 +328	+8%	+$24.9K	0.04%	145
2020 Q1	$293K	Buy	+4,201	New	+$369K	0.04%	156

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cannell & Spears's VNQ Position: Q1 2023 in Review

Cannell & Spears sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 3,257 shares — an estimated $269K sold.

Cannell & Spears first reported a position in VNQ in Q1 2020 and held it in 12 quarters. The position peaked at $589K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Cannell & Spears reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Cannell & Spears sold 3,257 Vanguard Real Estate ETF shares in Q1 2023, an estimated $269K.
Cannell & Spears first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 12 quarters.
Cannell & Spears's Vanguard Real Estate ETF position peaked at $589K in Q4 2021.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Cannell & Spears's 13F filing for Q1 2023, filed 15 May 2023.