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Fortis Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Fortis Advisors’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
2021
Q2 		– Sell
-58
Closed -$5K – 281
2021
Q1 		$5K Buy
+58
New +$5.1K ﹤0.01% 210
2017
Q4 		– Sell
-197
Closed -$16K – 303
2017
Q3 		$16K Buy
+197
New +$16.5K 0.01% 211

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fortis Advisors's VNQ Position: Q2 2021 in Review

Fortis Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 58 shares — an estimated $5K sold.

Fortis Advisors first reported a position in VNQ in Q3 2017 and held it in 2 quarters. The position peaked at $16K in Q3 2017. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

  • Fortis Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Fortis Advisors sold 58 Vanguard Real Estate ETF shares in Q2 2021, an estimated $5K.
  • Fortis Advisors first reported a position in Vanguard Real Estate ETF in Q3 2017 and held it in 2 quarters.
  • Fortis Advisors's Vanguard Real Estate ETF position peaked at $16K in Q3 2017.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Fortis Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.