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FAM
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
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv, Israel
$766M AUM
73.25%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fifth Third Bancorp
Cincinnati, Ohio
$54.7B AUM
26.51%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
PCA
Personal Capital Advisors
Redwood City, California
$20.6B AUM
13.65%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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