EIG
VNQ icon

Ellenbecker Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Ellenbecker Investment Group’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
2021
Q3 		– Sell
-2,017
Closed -$205K – 74
2021
Q2 		$205K Buy
+2,017
New +$200K 0.07% 69
2020
Q4 		– Sell
-2,591
Closed -$205K – 67
2020
Q3 		$205K Buy
+2,591
New +$208K 0.09% 61
2019
Q2 		– Sell
-7,481
Closed -$650K – 57
2019
Q1 		$650K Sell
7,481
-29,280
-80% -$2.42M 0.42% 25
2018
Q4 		$2.74M Sell
36,761
-4,327
-11% -$341K 2.13% 13
2018
Q3 		$3.31M Sell
41,088
-792
-2% -$65.2K 2.45% 10
2018
Q2 		$3.41M Sell
41,880
-10
-0% -$775 2.71% 9
2018
Q1 		$3.16M Buy
41,890
+1,679
+4% +$128K 2.62% 10
2017
Q4 		$3.34M Buy
+40,211
New +$3.37M 2.79% 9

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return