ET
VNQ icon

Equitable Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

Equitable Trust’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
Q1 		– Sell
-7,257
Closed -$616K – 376
2020
Q4 		$616K Buy
7,257
+157
+2% +$13K 0.05% 229
2020
Q3 		$561K Hold
7,100
– – 0.05% 223
2020
Q2 		$558K Sell
7,100
-5,769
-45% -$437K 0.05% 208
2020
Q1 		$899K Buy
12,869
+55
+0.4% +$4.83K 0.1% 157
2019
Q4 		$1.19M Sell
12,814
-2,055
-14% -$190K 0.12% 136
2019
Q3 		$1.39M Buy
14,869
+163
+1% +$14.8K 0.15% 117
2019
Q2 		$1.28M Sell
14,706
-336
-2% -$29.4K 0.14% 129
2019
Q1 		$1.31M Sell
15,042
-1,686
-10% -$139K 0.15% 131
2018
Q4 		$1.25M Sell
16,728
-638
-4% -$50.3K 0.17% 125
2018
Q3 		$1.4M Hold
17,366
– – 0.16% 131
2018
Q2 		$1.41M Buy
+17,366
New +$1.35M 0.18% 123

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return