Clean Yield Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-531	Closed	-$37K	–	394
2020 Q1	$37K	Hold	531	–	–	0.02%	227
2019 Q4	$49K	Buy	+531	New	+$49.2K	0.02%	224
2016 Q4	–	Sell	-50	Closed	-$4K	–	277
2016 Q3	$4K	Hold	50	–	–	﹤0.01%	305
2016 Q2	$4K	Hold	50	–	–	﹤0.01%	280
2016 Q1	$4K	Buy	+50	New	+$3.89K	﹤0.01%	274
2015 Q2	–	Sell	-50	Closed	-$4K	–	290
2015 Q1	$4K	Buy	+50	New	+$4.25K	﹤0.01%	333

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clean Yield Group's VNQ Position: Q2 2020 in Review

Clean Yield Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 531 shares — an estimated $37K sold.

Clean Yield Group first reported a position in VNQ in Q1 2015 and held it in 6 quarters. The position peaked at $49K in Q4 2019. 1,218 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

Clean Yield Group reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Clean Yield Group sold 531 Vanguard Real Estate ETF shares in Q2 2020, an estimated $37K.
Clean Yield Group first reported a position in Vanguard Real Estate ETF in Q1 2015 and held it in 6 quarters.
Clean Yield Group's Vanguard Real Estate ETF position peaked at $49K in Q4 2019.
1,218 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Clean Yield Group's 13F filing for Q2 2020, filed 22 Jul 2020.