Financial Life Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Life 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
2020 Q1	–	Sell	-5,181	Closed	-$481K	–	39
2019 Q4	$481K	Sell	5,181 -420	-7%	-$38.9K	0.29%	35
2019 Q3	$522K	Sell	5,601 -1,206	-18%	-$109K	0.33%	30
2019 Q2	$595K	Sell	6,807 -862	-11%	-$75.5K	0.39%	28
2019 Q1	$667K	Sell	7,669 -4,230	-36%	-$349K	0.46%	27
2018 Q4	$887K	Sell	11,899 -1,568	-12%	-$124K	0.69%	25
2018 Q3	$1.09M	Sell	13,467 -357	-3%	-$29.4K	0.8%	26
2018 Q2	$1.13M	Sell	13,824 -2,077	-13%	-$161K	0.92%	25
2018 Q1	$1.19M	Sell	15,901 -1,794	-10%	-$137K	1.09%	25
2017 Q4	$1.47M	Buy	+17,695	New	+$1.48M	1.19%	24

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

PCA

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

Financial Life Advisors's VNQ Position: Q1 2020 in Review

Financial Life Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 5,181 shares — an estimated $481K sold.

Financial Life Advisors first reported a position in VNQ in Q4 2017 and held it in 9 quarters. The position peaked at $1.47M in Q4 2017. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Financial Life Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Financial Life Advisors sold 5,181 Vanguard Real Estate ETF shares in Q1 2020, an estimated $481K.
Financial Life Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 9 quarters.
Financial Life Advisors's Vanguard Real Estate ETF position peaked at $1.47M in Q4 2017.
1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Financial Life Advisors's 13F filing for Q1 2020, filed 27 May 2020.