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	–	313
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Elmwood Wealth Management's VNQ Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 11 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in VNQ in Q1 2018 and held it in 9 quarters. The position peaked at $46.7K in Q1 2020. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Elmwood Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 11 Vanguard Real Estate ETF shares in Q1 2022, an estimated $1K.
Elmwood Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 9 quarters.
Elmwood Wealth Management's Vanguard Real Estate ETF position peaked at $46.7K in Q1 2020.
1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.