Cardan Capital Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Cardan Capital Partners’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
2021 Q2	–	Sell	-2,250	Closed	-$207K	–	284
2021 Q1	$207K	Buy	+2,250	New	+$198K	0.02%	231
2020 Q1	–	Sell	-12,489	Closed	-$1.16M	–	231
2019 Q4	$1.16M	Hold	12,489	–	–	0.16%	103
2019 Q3	$1.17M	Hold	12,489	–	–	0.17%	99
2019 Q2	$1.09M	Hold	12,489	–	–	0.17%	100
2019 Q1	$1.08M	Buy	12,489 +1,889	+18%	+$156K	0.18%	96
2018 Q4	$790K	Hold	10,600	–	–	0.14%	99
2018 Q3	$855K	Hold	10,600	–	–	0.13%	95
2018 Q2	$863K	Sell	10,600 -455	-4%	-$35.3K	0.14%	92
2018 Q1	$834K	Buy	+11,055	New	+$846K	0.14%	91

Other funds holding VNQ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $52B AUM 24.53% 1-Year Est. Return

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

Cardan Capital Partners's VNQ Position: Q2 2021 in Review

Cardan Capital Partners sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 2,250 shares — an estimated $207K sold.

Cardan Capital Partners first reported a position in VNQ in Q1 2018 and held it in 9 quarters. The position peaked at $1.17M in Q3 2019. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

Cardan Capital Partners reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Cardan Capital Partners sold 2,250 Vanguard Real Estate ETF shares in Q2 2021, an estimated $207K.
Cardan Capital Partners first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 9 quarters.
Cardan Capital Partners's Vanguard Real Estate ETF position peaked at $1.17M in Q3 2019.
1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Cardan Capital Partners's 13F filing for Q2 2021, filed 20 Jul 2021.