CWP
VNQ icon

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
– – 0.14% 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
Wells Fargo San Francisco, California $501B 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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return