FCAG
VNQ icon

First Capital Advisors Group’s Vanguard Real Estate ETF VNQ Stock Holding History

First Capital Advisors 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
2022
Q4 		– Sell
-603
Closed -$50K – 228
2022
Q3 		$48K Sell
603
-4,903
-89% -$458K 0.04% 159
2022
Q2 		$502K Buy
+5,506
New +$549K 0.34% 74
2018
Q4 		$213K Sell
2,860
-1,494
-34% -$118K 0.16% 131
2018
Q3 		$351K Sell
4,354
-120
-3% -$9.88K 0.22% 96
2018
Q2 		$364K Sell
4,474
-1,219
-21% -$94.4K 0.24% 92
2018
Q1 		$430K Sell
5,693
-814
-13% -$62.3K 0.25% 81
2017
Q4 		$540K Sell
6,507
-519
-7% -$43.5K 0.34% 80
2017
Q3 		$584K Sell
7,026
-752
-10% -$62.8K 0.4% 70
2017
Q2 		$647K Sell
7,778
-1,510
-16% -$126K 0.44% 73
2017
Q1 		$767K Sell
9,288
-1,350
-13% -$112K 0.57% 46
2016
Q4 		$878K Buy
+10,638
New +$866K 0.81% 31

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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 $501B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return