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Everett Harris & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Everett Harris & Co’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
-1,965
Closed -$213K – 276
2022
Q1 		$213K Hold
1,965
– – ﹤0.01% 255
2021
Q4 		$228K Buy
+1,965
New +$215K ﹤0.01% 248

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Everett Harris & Co's VNQ Position: Q2 2022 in Review

Everett Harris & Co sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 1,965 shares — an estimated $213K sold.

Everett Harris & Co first reported a position in VNQ in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Everett Harris & Co reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Everett Harris & Co sold 1,965 Vanguard Real Estate ETF shares in Q2 2022, an estimated $213K.
  • Everett Harris & Co first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Everett Harris & Co's Vanguard Real Estate ETF position peaked at $228K in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Everett Harris & Co's 13F filing for Q2 2022, filed 22 Jul 2022.