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CFM Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-365
Closed -$28K – 441
2020
Q2 		$28K Hold
365
– – 0.01% 336
2020
Q1 		$25K Hold
365
– – 0.01% 344
2019
Q4 		$35K Buy
+365
New +$33.8K 0.01% 311

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JP Morgan Chase
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MTWSIF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CFM Wealth Partners's VNQ Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 365 shares — an estimated $28K sold.

CFM Wealth Partners first reported a position in VNQ in Q4 2019 and held it in 3 quarters. The position peaked at $35K in Q4 2019. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 365 Vanguard Real Estate ETF shares in Q3 2020, an estimated $28K.
  • CFM Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vanguard Real Estate ETF position peaked at $35K in Q4 2019.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.