Capital Wealth Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Capital Wealth Planning’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
2019 Q4	–	Sell	-2,223	Closed	-$211K	–	254
2019 Q3	$211K	Buy	+2,223	New	+$202K	0.01%	236
2015 Q3	–	Sell	-4,100	Closed	-$306K	–	120
2015 Q2	$306K	Sell	4,100 -150	-4%	-$12K	0.18%	81
2015 Q1	$358K	Buy	+4,250	New	+$361K	0.19%	80
2014 Q4	–	Sell	-4,620	Closed	-$332K	–	147
2014 Q3	$332K	Hold	4,620	–	–	0.13%	89
2014 Q2	$346K	Hold	4,620	–	–	0.13%	90
2014 Q1	$326K	Buy	+4,620	New	+$316K	0.14%	91
2013 Q4	–	Sell	-4,620	Closed	-$306K	–	140
2013 Q3	$306K	Buy	+4,620	New	+$314K	0.14%	105

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

PCA

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

Capital Wealth Planning's VNQ Position: Q4 2019 in Review

Capital Wealth Planning sold out of Vanguard Real Estate ETF (VNQ) in Q4 2019, closing a stake of 2,223 shares — an estimated $211K sold.

Capital Wealth Planning first reported a position in VNQ in Q3 2013 and held it in 7 quarters. The position peaked at $358K in Q1 2015. 1,384 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

Capital Wealth Planning reported no remaining Vanguard Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Capital Wealth Planning sold 2,223 Vanguard Real Estate ETF shares in Q4 2019, an estimated $211K.
Capital Wealth Planning first reported a position in Vanguard Real Estate ETF in Q3 2013 and held it in 7 quarters.
Capital Wealth Planning's Vanguard Real Estate ETF position peaked at $358K in Q1 2015.
1,384 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on Capital Wealth Planning's 13F filing for Q4 2019, filed 26 Feb 2020.