DeDora Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

DeDora Capital’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	-1,483	Closed	-$161K	–	381
2022 Q1	$161K	Buy	+1,483	New	+$157K	0.07%	98
2021 Q2	–	Sell	-3,554	Closed	-$326K	–	99
2021 Q1	$326K	Buy	+3,554	New	+$312K	0.15%	80
2020 Q2	–	Sell	-4,871	Closed	-$340K	–	95
2020 Q1	$340K	Sell	4,871 -3,389	-41%	-$298K	0.26%	67
2019 Q4	$766K	Sell	8,260 -3,953	-32%	-$366K	0.46%	53
2019 Q3	$1.14M	Sell	12,213 -421	-3%	-$38.2K	0.79%	37
2019 Q2	$1.1M	Buy	12,634 +1,897	+18%	+$166K	0.78%	33
2019 Q1	$933K	Buy	10,737 +205	+2%	+$16.9K	0.7%	38
2018 Q4	$785K	Sell	10,532 -2,267	-18%	-$179K	0.69%	40
2018 Q3	$1.03M	Sell	12,799 -2,863	-18%	-$236K	0.78%	34
2018 Q2	$1.28M	Sell	15,662 -675	-4%	-$52.3K	1.01%	22
2018 Q1	$1.23M	Buy	16,337 +493	+3%	+$37.7K	1%	23
2017 Q4	$1.31M	Buy	+15,844	New	+$1.33M	1.09%	20

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

DeDora Capital's VNQ Position: Q2 2022 in Review

DeDora Capital sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 1,483 shares — an estimated $161K sold.

DeDora Capital first reported a position in VNQ in Q4 2017 and held it in 12 quarters. The position peaked at $1.31M in Q4 2017. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

DeDora Capital reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 1,483 Vanguard Real Estate ETF shares in Q2 2022, an estimated $161K.
DeDora Capital first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 12 quarters.
DeDora Capital's Vanguard Real Estate ETF position peaked at $1.31M in Q4 2017.
1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.