Foresight Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Foresight Wealth Management’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 Q3	–	Sell	-2,695	Closed	-$212K	–	116
2020 Q2	$212K	Sell	2,695 -1,069	-28%	-$81K	0.1%	87
2020 Q1	$263K	Buy	3,764 +950	+34%	+$83.4K	0.18%	71
2019 Q4	$261K	Sell	2,814 -1,658	-37%	-$154K	0.16%	79
2019 Q3	$417K	Sell	4,472 -404	-8%	-$36.7K	0.3%	59
2019 Q2	$426K	Sell	4,876 -4,683	-49%	-$410K	0.32%	62
2019 Q1	$831K	Sell	9,559 -3,515	-27%	-$290K	0.72%	39
2018 Q4	$975K	Buy	+13,074	New	+$1.03M	1.04%	25

Other funds holding VNQ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

PCA

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

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

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

Foresight Wealth Management's VNQ Position: Q3 2020 in Review

Foresight Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 2,695 shares — an estimated $212K sold.

Foresight Wealth Management first reported a position in VNQ in Q4 2018 and held it in 7 quarters. The position peaked at $975K in Q4 2018. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Foresight Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Foresight Wealth Management sold 2,695 Vanguard Real Estate ETF shares in Q3 2020, an estimated $212K.
Foresight Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 7 quarters.
Foresight Wealth Management's Vanguard Real Estate ETF position peaked at $975K in Q4 2018.
1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Foresight Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.