Comprehensive Financial Consultants Institutional’s Vanguard Real Estate ETF VNQ Stock Holding History

Comprehensive Financial Consultants Institutional’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	-905	Closed	-$94K	–	489
2021 Q4	$94K	Buy	+905	New	+$98.8K	0.06%	189

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

Comprehensive Financial Consultants Institutional's VNQ Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 905 shares — an estimated $94K sold.

Comprehensive Financial Consultants Institutional first reported a position in VNQ in Q4 2021 and held it in 1 quarter. The position peaked at $94K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 905 Vanguard Real Estate ETF shares in Q1 2022, an estimated $94K.
Comprehensive Financial Consultants Institutional first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Vanguard Real Estate ETF position peaked at $94K in Q4 2021.
1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.