Dixon Hughes Goodman Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Dixon Hughes Goodman 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
2022 Q1	$332K	Buy	3,066 +110	+4%	+$11.6K	0.1%	124
2021 Q4	$343K	Buy	+2,956	New	+$323K	0.11%	103

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's VNQ Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 3.7% in Q1 2022, buying an estimated $11.6K and bringing the position to 3,066 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #124.

Dixon Hughes Goodman Wealth Advisors first reported a position in VNQ in Q4 2021 and has held it in 2 quarters since. The position peaked at $343K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 3,066 shares of Vanguard Real Estate ETF worth $332K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 110 Vanguard Real Estate ETF shares in Q1 2022, an estimated $11.6K.
Vanguard Real Estate ETF made up 0.1% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #124 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's Vanguard Real Estate ETF position peaked at $343K in Q4 2021.
1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.