Cordatus Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Cordatus Wealth 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
2020 Q1	–	Sell	-24,358	Closed	-$2.26M	–	138
2019 Q4	$2.26M	Sell	24,358 -26	-0.1%	-$2.41K	1.13%	27
2019 Q3	$2.27M	Sell	24,384 -825	-3%	-$74.9K	1.19%	23
2019 Q2	$2.2M	Buy	25,209 +22,795	+944%	+$2M	1.29%	22
2019 Q1	$210K	Buy	+2,414	New	+$199K	0.12%	118

Other funds holding VNQ

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PCA

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

Cordatus Wealth Management's VNQ Position: Q1 2020 in Review

Cordatus Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 24,358 shares — an estimated $2.26M sold.

Cordatus Wealth Management first reported a position in VNQ in Q1 2019 and held it in 4 quarters. The position peaked at $2.27M in Q3 2019. 1,274 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Cordatus Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Cordatus Wealth Management sold 24,358 Vanguard Real Estate ETF shares in Q1 2020, an estimated $2.26M.
Cordatus Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2019 and held it in 4 quarters.
Cordatus Wealth Management's Vanguard Real Estate ETF position peaked at $2.27M in Q3 2019.
1,274 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Cordatus Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.