CWM
VNQ icon

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

CCG 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
2022
Q2 		– Sell
-2,296
Closed -$249K – 125
2022
Q1 		$249K Buy
+2,296
New +$243K 0.12% 102
2020
Q2 		– Sell
-7,571
Closed -$529K – 71
2020
Q1 		$529K Sell
7,571
-1,228
-14% -$108K 0.51% 30
2019
Q4 		$816K Sell
8,799
-1,816
-17% -$168K 0.52% 37
2019
Q3 		$990K Sell
10,615
-1,237
-10% -$112K 0.68% 33
2019
Q2 		$1.04M Sell
11,852
-258
-2% -$22.6K 0.74% 30
2019
Q1 		$1.05M Buy
12,110
+2,510
+26% +$207K 0.84% 28
2018
Q4 		$716K Buy
+9,600
New +$756K 0.7% 30

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return