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Coastal Bridge Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Coastal Bridge Advisors’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
Q1 		– Sell
-2,343
Closed -$265K – 224
2021
Q4 		$265K Buy
2,343
+229
+11% +$25K 0.06% 156
2021
Q3 		$215K Hold
2,114
– – 0.05% 128
2021
Q2 		$215K Buy
+2,114
New +$210K 0.04% 131

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coastal Bridge Advisors's VNQ Position: Q1 2022 in Review

Coastal Bridge Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 2,343 shares — an estimated $265K sold.

Coastal Bridge Advisors first reported a position in VNQ in Q2 2021 and held it in 3 quarters. The position peaked at $265K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Coastal Bridge Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Coastal Bridge Advisors sold 2,343 Vanguard Real Estate ETF shares in Q1 2022, an estimated $265K.
  • Coastal Bridge Advisors first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 3 quarters.
  • Coastal Bridge Advisors's Vanguard Real Estate ETF position peaked at $265K in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Coastal Bridge Advisors's 13F filing for Q1 2022, filed 13 May 2022.