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Consolidated Planning Corp’s Vanguard Real Estate ETF VNQ Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-97
Closed -$10K – 433
2021
Q3 		$10K Buy
+97
New +$10.3K 0.01% 307

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Consolidated Planning Corp's VNQ Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 97 shares — an estimated $10K sold.

Consolidated Planning Corp first reported a position in VNQ in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 97 Vanguard Real Estate ETF shares in Q4 2021, an estimated $10K.
  • Consolidated Planning Corp first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Vanguard Real Estate ETF position peaked at $10K in Q3 2021.
  • 1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.