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Epic Trust Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Epic Trust Investment 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
-2,506
Closed -$272K – 94
2022
Q1 		$272K Sell
2,506
-627
-20% -$66.4K 0.42% 55
2021
Q4 		$364K Buy
+3,133
New +$342K 0.53% 44

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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 $530B AUM 22.01% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Epic Trust Investment Advisors's VNQ Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 2,506 shares — an estimated $272K sold.

Epic Trust Investment Advisors first reported a position in VNQ in Q4 2021 and held it in 2 quarters. The position peaked at $364K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 2,506 Vanguard Real Estate ETF shares in Q2 2022, an estimated $272K.
  • Epic Trust Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Vanguard Real Estate ETF position peaked at $364K in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.