Contravisory Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Contravisory Investment Management’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 Q2	–	Sell	-1,251	Closed	-$136K	–	378
2022 Q1	$136K	Hold	1,251	–	–	0.04%	207
2021 Q4	$145K	Buy	1,251 +503	+67%	+$54.9K	0.04%	202
2021 Q3	$76K	Buy	748 +174	+30%	+$18.5K	0.02%	222
2021 Q2	$58K	Hold	574	–	–	0.02%	223
2021 Q1	$53K	Buy	+574	New	+$50.4K	0.02%	216
2018 Q4	–	Sell	-14	Closed	-$1K	–	339
2018 Q3	$1K	Buy	+14	New	+$1.15K	﹤0.01%	283

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Contravisory Investment Management's VNQ Position: Q2 2022 in Review

Contravisory Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 1,251 shares — an estimated $136K sold.

Contravisory Investment Management first reported a position in VNQ in Q3 2018 and held it in 6 quarters. The position peaked at $145K in Q4 2021. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

Contravisory Investment Management reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Contravisory Investment Management sold 1,251 Vanguard Real Estate ETF shares in Q2 2022, an estimated $136K.
Contravisory Investment Management first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 6 quarters.
Contravisory Investment Management's Vanguard Real Estate ETF position peaked at $145K in Q4 2021.
1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Contravisory Investment Management's 13F filing for Q2 2022, filed 13 Jul 2022.