First National Bank of Mount Dora’s Vanguard Real Estate ETF VNQ Stock Holding History

First National Bank of Mount Dora’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
2023 Q2	–	Sell	-2,477	Closed	-$206K	–	143
2023 Q1	$206K	Buy	+2,477	New	+$213K	0.06%	122
2022 Q2	–	Sell	-2,001	Closed	-$216K	–	138
2022 Q1	$216K	Hold	2,001	–	–	0.07%	118
2021 Q4	$232K	Hold	2,001	–	–	0.07%	111
2021 Q3	$204K	Hold	2,001	–	–	0.07%	112
2021 Q2	$204K	Buy	+2,001	New	+$198K	0.07%	109

Other funds holding VNQ

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First National Bank of Mount Dora's VNQ Position: Q2 2023 in Review

First National Bank of Mount Dora sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 2,477 shares — an estimated $206K sold.

First National Bank of Mount Dora first reported a position in VNQ in Q2 2021 and held it in 5 quarters. The position peaked at $232K in Q4 2021. 1,552 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

First National Bank of Mount Dora reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
First National Bank of Mount Dora sold 2,477 Vanguard Real Estate ETF shares in Q2 2023, an estimated $206K.
First National Bank of Mount Dora first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 5 quarters.
First National Bank of Mount Dora's Vanguard Real Estate ETF position peaked at $232K in Q4 2021.
1,552 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on First National Bank of Mount Dora's 13F filing for Q2 2023, filed 7 Jul 2023.