Fort Pitt Capital Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Fort Pitt Capital 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 Q3	–	Sell	-2,571	Closed	-$234K	–	130
2022 Q2	$234K	Buy	2,571 +215	+9%	+$21.4K	0.01%	118
2022 Q1	$255K	Sell	2,356 -280	-11%	-$29.6K	0.01%	123
2021 Q4	$306K	Buy	2,636 +195	+8%	+$21.3K	0.01%	124
2021 Q3	$248K	Sell	2,441 -1,158	-32%	-$123K	0.01%	120
2021 Q2	$366K	Buy	3,599 +797	+28%	+$79K	0.01%	137
2021 Q1	$257K	Hold	2,802	–	–	0.01%	126
2020 Q4	$238K	Buy	2,802 +54	+2%	+$4.48K	0.01%	118
2020 Q3	$217K	Sell	2,748 -1,318	-32%	-$106K	0.01%	128
2020 Q2	$319K	Hold	4,066	–	–	0.02%	135
2020 Q1	$284K	Buy	+4,066	New	+$357K	0.02%	134
2018 Q2	–	Sell	-6,568	Closed	-$496K	–	145
2018 Q1	$496K	Hold	6,568	–	–	0.04%	88
2017 Q4	$545K	Hold	6,568	–	–	0.04%	87
2017 Q3	$546K	Buy	6,568 +2,798	+74%	+$234K	0.05%	82
2017 Q2	$314K	Hold	3,770	–	–	0.03%	87
2017 Q1	$311K	Sell	3,770 -45	-1%	-$3.73K	0.03%	86
2016 Q4	$315K	Buy	+3,815	New	+$311K	0.03%	86

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Fort Pitt Capital Group's VNQ Position: Q3 2022 in Review

Fort Pitt Capital Group sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 2,571 shares — an estimated $234K sold.

Fort Pitt Capital Group first reported a position in VNQ in Q4 2016 and held it in 16 quarters. The position peaked at $546K in Q3 2017. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Fort Pitt Capital Group reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Fort Pitt Capital Group sold 2,571 Vanguard Real Estate ETF shares in Q3 2022, an estimated $234K.
Fort Pitt Capital Group first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 16 quarters.
Fort Pitt Capital Group's Vanguard Real Estate ETF position peaked at $546K in Q3 2017.
1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Fort Pitt Capital Group's 13F filing for Q3 2022, filed 8 Nov 2022.