Financial Enhancement Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Enhancement Group’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 Q4	–	Sell	-94	Closed	-$10K	–	310
2021 Q3	$10K	Sell	94 -125	-57%	-$13.3K	﹤0.01%	199
2021 Q2	$22K	Sell	219 -2,230	-91%	-$221K	﹤0.01%	157
2021 Q1	$225K	Sell	2,449 -212	-8%	-$18.6K	0.05%	85
2020 Q4	$226K	Buy	2,661 +2,492	+1,475%	+$207K	0.05%	90
2020 Q3	$13K	Buy	+169	New	+$13.6K	﹤0.01%	164
2020 Q2	–	Sell	-865	Closed	-$60K	–	310
2020 Q1	$60K	Hold	865	–	–	0.02%	126
2019 Q4	$80K	Sell	865 -38	-4%	-$3.52K	0.02%	107
2019 Q3	$84K	Buy	+903	New	+$82K	0.02%	104

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Financial Enhancement Group's VNQ Position: Q4 2021 in Review

Financial Enhancement Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 94 shares — an estimated $10K sold.

Financial Enhancement Group first reported a position in VNQ in Q3 2019 and held it in 8 quarters. The position peaked at $226K in Q4 2020. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

Financial Enhancement Group reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Financial Enhancement Group sold 94 Vanguard Real Estate ETF shares in Q4 2021, an estimated $10K.
Financial Enhancement Group first reported a position in Vanguard Real Estate ETF in Q3 2019 and held it in 8 quarters.
Financial Enhancement Group's Vanguard Real Estate ETF position peaked at $226K in Q4 2020.
1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Financial Enhancement Group's 13F filing for Q4 2021, filed 28 Jan 2022.