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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

PCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

First Capital Advisors Group's VNQ Position: Q4 2022 in Review

First Capital Advisors Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 603 shares — an estimated $50K sold.

First Capital Advisors Group first reported a position in VNQ in Q4 2016 and held it in 11 quarters. The position peaked at $878K in Q4 2016. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

First Capital Advisors Group reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
First Capital Advisors Group sold 603 Vanguard Real Estate ETF shares in Q4 2022, an estimated $50K.
First Capital Advisors Group first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 11 quarters.
First Capital Advisors Group's Vanguard Real Estate ETF position peaked at $878K in Q4 2016.
1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on First Capital Advisors Group's 13F filing for Q4 2022, filed 14 Feb 2023.