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Engrave Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-287
Closed -$22K – 412
2020
Q2 		$22K Hold
287
– – 0.02% 172
2020
Q1 		$20K Sell
287
-1,387
-83% -$122K 0.02% 155
2019
Q4 		$155K Buy
+1,674
New +$155K 0.15% 55

Other funds holding VNQ

Creative Planning
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Engrave Wealth Partners's VNQ Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 287 shares — an estimated $22K sold.

Engrave Wealth Partners first reported a position in VNQ in Q4 2019 and held it in 3 quarters. The position peaked at $155K in Q4 2019. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 287 Vanguard Real Estate ETF shares in Q3 2020, an estimated $22K.
  • Engrave Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Vanguard Real Estate ETF position peaked at $155K in Q4 2019.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.