DC
VNQ icon

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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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MTWSIF
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return