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Financial Advantage’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Advantage’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
2014
Q1 		– Sell
-89
Closed -$6K – 195
2013
Q4 		$6K Buy
+89
New +$5.95K 0.01% 183

Other funds holding VNQ

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Advantage's VNQ Position: Q1 2014 in Review

Financial Advantage sold out of Vanguard Real Estate ETF (VNQ) in Q1 2014, closing a stake of 89 shares — an estimated $6K sold.

Financial Advantage first reported a position in VNQ in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 588 funds tracked by Wall St. Rank hold VNQ as of Q1 2014.

  • Financial Advantage reported no remaining Vanguard Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 89 Vanguard Real Estate ETF shares in Q1 2014, an estimated $6K.
  • Financial Advantage first reported a position in Vanguard Real Estate ETF in Q4 2013 and held it in 1 quarter.
  • Financial Advantage's Vanguard Real Estate ETF position peaked at $6K in Q4 2013.
  • 588 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.