Colton Groome Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Colton Groome Financial 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	-2,253	Closed	-$261K	–	137
2021 Q4	$261K	Sell	2,253 -57	-2%	-$6.22K	0.11%	105
2021 Q3	$235K	Sell	2,310 -62	-3%	-$6.58K	0.1%	99
2021 Q2	$241K	Sell	2,372 -43	-2%	-$4.26K	0.11%	95
2021 Q1	$222K	Sell	2,415 -364	-13%	-$32K	0.12%	66
2020 Q4	$236K	Sell	2,779 -1,325	-32%	-$110K	0.15%	58
2020 Q3	$324K	Sell	4,104 -750	-15%	-$60.2K	0.23%	47
2020 Q2	$381K	Buy	4,854 +39	+0.8%	+$2.96K	0.28%	43
2020 Q1	$336K	Sell	4,815 -462	-9%	-$40.6K	0.28%	46
2019 Q4	$490K	Sell	5,277 -304	-5%	-$28.2K	0.35%	44
2019 Q3	$509K	Sell	5,581 -273	-5%	-$24.8K	0.38%	44
2019 Q2	$512K	Buy	+5,854	New	+$512K	0.41%	34

Other funds holding VNQ

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

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

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Colton Groome Financial Advisors's VNQ Position: Q1 2022 in Review

Colton Groome Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 2,253 shares — an estimated $261K sold.

Colton Groome Financial Advisors first reported a position in VNQ in Q2 2019 and held it in 11 quarters. The position peaked at $512K in Q2 2019. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Colton Groome Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Colton Groome Financial Advisors sold 2,253 Vanguard Real Estate ETF shares in Q1 2022, an estimated $261K.
Colton Groome Financial Advisors first reported a position in Vanguard Real Estate ETF in Q2 2019 and held it in 11 quarters.
Colton Groome Financial Advisors's Vanguard Real Estate ETF position peaked at $512K in Q2 2019.
1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.