Droms Strauss Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Droms Strauss 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 Q2	–	Sell	-2,322	Closed	-$255K	–	62
2022 Q1	$255K	Buy	2,322 +309	+15%	+$32.7K	0.13%	40
2021 Q4	$233K	Sell	2,013 -220	-10%	-$24K	0.1%	44
2021 Q3	$227K	Sell	2,233 -291	-12%	-$30.9K	0.11%	45
2021 Q2	$259K	Buy	+2,524	New	+$250K	0.12%	42
2020 Q2	–	Sell	-5,784	Closed	-$405K	–	47
2020 Q1	$405K	Sell	5,784 -6,982	-55%	-$613K	0.34%	30
2019 Q4	$1.19M	Sell	12,766 -515	-4%	-$47.7K	0.88%	17
2019 Q3	$1.24M	Sell	13,281 -125	-0.9%	-$11.3K	1%	18
2019 Q2	$1.17M	Sell	13,406 -869	-6%	-$76.1K	0.87%	20
2019 Q1	$1.24M	Sell	14,275 -1,086	-7%	-$89.7K	0.96%	20
2018 Q4	$1.15M	Buy	+15,361	New	+$1.21M	1.06%	19

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

Droms Strauss Advisors's VNQ Position: Q2 2022 in Review

Droms Strauss Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 2,322 shares — an estimated $255K sold.

Droms Strauss Advisors first reported a position in VNQ in Q4 2018 and held it in 10 quarters. The position peaked at $1.24M in Q1 2019. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

Droms Strauss Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Droms Strauss Advisors sold 2,322 Vanguard Real Estate ETF shares in Q2 2022, an estimated $255K.
Droms Strauss Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 10 quarters.
Droms Strauss Advisors's Vanguard Real Estate ETF position peaked at $1.24M in Q1 2019.
1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Droms Strauss Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.