Formidable Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Formidable Asset 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 Q1	–	Sell	-4,244	Closed	-$406K	–	277
2019 Q4	$406K	Hold	4,244	–	–	0.13%	137
2019 Q3	$396K	Buy	4,244 +214	+5%	+$19.4K	0.37%	52
2019 Q2	$358K	Buy	+4,030	New	+$353K	0.12%	145
2017 Q4	–	Sell	-6,866	Closed	-$571K	–	208
2017 Q3	$571K	Buy	6,866 +2,836	+70%	+$237K	0.24%	97
2017 Q2	$335K	Hold	4,030	–	–	0.17%	109
2017 Q1	$330K	Buy	+4,030	New	+$334K	0.14%	135
2016 Q2	–	Sell	-17	Closed	-$1K	–	415
2016 Q1	$1K	Sell	17 -326	-95%	-$25.4K	﹤0.01%	485
2015 Q4	$27K	Hold	343	–	–	0.02%	276
2015 Q3	$25K	Hold	343	–	–	0.02%	293
2015 Q2	$26K	Hold	343	–	–	0.02%	272
2015 Q1	$27K	Buy	343 +34	+11%	+$2.89K	0.02%	261
2014 Q4	$25K	Hold	309	–	–	0.02%	249
2014 Q3	$25K	Hold	309	–	–	0.02%	242
2014 Q2	$23K	Hold	309	–	–	0.01%	264
2014 Q1	$22K	Hold	309	–	–	0.02%	248
2013 Q4	$21K	Hold	309	–	–	0.01%	265
2013 Q3	$21K	Buy	+309	New	+$21K	0.02%	234

Other funds holding VNQ

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

PCA

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

Formidable Asset Management's VNQ Position: Q1 2020 in Review

Formidable Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 4,244 shares — an estimated $406K sold.

Formidable Asset Management first reported a position in VNQ in Q3 2013 and held it in 17 quarters. The position peaked at $571K in Q3 2017. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Formidable Asset Management reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Formidable Asset Management sold 4,244 Vanguard Real Estate ETF shares in Q1 2020, an estimated $406K.
Formidable Asset Management first reported a position in Vanguard Real Estate ETF in Q3 2013 and held it in 17 quarters.
Formidable Asset Management's Vanguard Real Estate ETF position peaked at $571K in Q3 2017.
1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Formidable Asset Management's 13F filing for Q1 2020, filed 1 Jun 2020.