EWM
VNQ icon

Elmwood Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Elmwood Wealth Management’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 		– Sell
-11
Closed -$1K – 316
2021
Q4 		$1K Buy
+11
New +$1.2K ﹤0.01% 363
2021
Q2 		$1K Hold
11
– – ﹤0.01% 323
2021
Q1 		$1K Buy
+11
New +$967 ﹤0.01% 313
2020
Q3 		$1K Hold
11
– – ﹤0.01% 253
2020
Q2 		$1K Sell
11
-608
-98% -$46.1K ﹤0.01% 253
2020
Q1 		$46.7K Buy
+619
New +$54.4K 0.04% 130
2018
Q4 		– Sell
-203
Closed -$16.4K – 315
2018
Q3 		$16.4K Sell
203
-200
-50% -$16.5K 0.01% 181
2018
Q2 		$32.8K Sell
403
-216
-35% -$16.7K 0.03% 143
2018
Q1 		$46.7K Buy
+619
New +$47.4K 0.04% 130

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M 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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return