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CWA
Cypress Wealth Advisors’s
Vanguard Real Estate ETF
VNQ
Stock Holding History
Cypress Wealth Advisors’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
2019
Q1
$345K
Hold
3,969
–
–
0.39%
57
2018
Q4
$296K
Sell
3,969
-2,971
-43%
-$234K
0.41%
57
2018
Q3
$560K
Sell
6,940
-3,198
-32%
-$263K
0.59%
51
2018
Q2
$826K
Sell
10,138
-80
-0.8%
-$6.2K
0.89%
39
2018
Q1
$771K
Sell
10,218
-6,817
-40%
-$522K
0.84%
40
2017
Q4
$1.41M
Sell
17,035
-7,680
-31%
-$644K
1.36%
27
2017
Q3
$2.05M
Sell
24,715
-5,538
-18%
-$463K
3.32%
6
2017
Q2
$2.52M
Sell
30,253
-37,229
-55%
-$3.1M
2.94%
9
2017
Q1
$5.57M
Sell
67,482
-228
-0.3%
-$18.9K
2.54%
7
2016
Q4
$5.59M
Buy
67,710
+4,399
+7%
+$358K
2.55%
7
2016
Q3
$5.49M
Buy
63,311
+13,625
+27%
+$1.22M
2.48%
7
2016
Q2
$4.41M
Sell
49,686
-14,773
-23%
-$1.24M
2.18%
7
2016
Q1
$5.4M
Buy
64,459
+15,514
+32%
+$1.21M
2.47%
8
2015
Q4
$3.9M
Buy
48,945
+41,167
+529%
+$3.26M
1.98%
8
2015
Q3
$588K
Hold
7,778
–
–
0.32%
68
2015
Q2
$581K
Buy
+7,778
New
+$622K
0.34%
74
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$81.2B AUM
27.81%
1-Year Est. Return
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$82.4B AUM
19.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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