CCB
VNQ icon

Cutter & Co Brokerage’s Vanguard Real Estate ETF VNQ Stock Holding History

Cutter & Co Brokerage’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
Q2 		– Sell
-3,361
Closed -$235K – 273
2020
Q1 		$235K Buy
3,361
+134
+4% +$11.8K 0.09% 170
2019
Q4 		$300K Buy
3,227
+313
+11% +$29K 0.11% 171
2019
Q3 		$272K Buy
2,914
+9
+0.3% +$817 0.09% 220
2019
Q2 		$254K Buy
2,905
+3
+0.1% +$263 0.08% 238
2019
Q1 		$252K Buy
2,902
+39
+1% +$3.22K 0.07% 227
2018
Q4 		$214K Buy
2,863
+4
+0.1% +$315 0.08% 219
2018
Q3 		$231K Buy
2,859
+19
+0.7% +$1.56K 0.08% 233
2018
Q2 		$231K Buy
2,840
+23
+0.8% +$1.78K 0.09% 205
2018
Q1 		$213K Buy
+2,817
New +$216K 0.08% 213
2016
Q4 		– Sell
-3,553
Closed -$308K – 270
2016
Q3 		$308K Buy
3,553
+703
+25% +$62.7K 0.13% 155
2016
Q2 		$253K Buy
2,850
+228
+9% +$19.2K 0.11% 169
2016
Q1 		$220K Buy
+2,622
New +$204K 0.1% 187

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return