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Cornerstone Wealth Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Cornerstone Wealth Group’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
Q4 		– Sell
-27,024
Closed -$2.13M – 178
2020
Q3 		$2.13M Buy
27,024
+2,214
+9% +$178K 0.58% 57
2020
Q2 		$1.95M Buy
+24,810
New +$1.88M 0.49% 57

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cornerstone Wealth Group's VNQ Position: Q4 2020 in Review

Cornerstone Wealth Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 27,024 shares — an estimated $2.13M sold.

Cornerstone Wealth Group first reported a position in VNQ in Q2 2020 and held it in 2 quarters. The position peaked at $2.13M in Q3 2020. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

  • Cornerstone Wealth Group reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Cornerstone Wealth Group sold 27,024 Vanguard Real Estate ETF shares in Q4 2020, an estimated $2.13M.
  • Cornerstone Wealth Group first reported a position in Vanguard Real Estate ETF in Q2 2020 and held it in 2 quarters.
  • Cornerstone Wealth Group's Vanguard Real Estate ETF position peaked at $2.13M in Q3 2020.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Cornerstone Wealth Group's 13F filing for Q4 2020, filed 28 Jan 2021.