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Donor Advised Charitable Giving’s Vanguard Real Estate ETF VNQ Stock Holding History

Donor Advised Charitable Giving’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
-4,083
Closed -$442K – 52
2022
Q1 		$442K Buy
+4,083
New +$432K 0.05% 34

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
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

Donor Advised Charitable Giving's VNQ Position: Q2 2022 in Review

Donor Advised Charitable Giving sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 4,083 shares — an estimated $442K sold.

Donor Advised Charitable Giving first reported a position in VNQ in Q1 2022 and held it in 1 quarter. The position peaked at $442K in Q1 2022. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Donor Advised Charitable Giving reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 4,083 Vanguard Real Estate ETF shares in Q2 2022, an estimated $442K.
  • Donor Advised Charitable Giving first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Vanguard Real Estate ETF position peaked at $442K in Q1 2022.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2022, filed 29 Jul 2022.