FLA
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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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return