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Fortitude Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Fortitude Advisory 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
Q2 		– Sell
-440
Closed -$48K – 1263
2022
Q1 		$48K Hold
440
– – 0.03% 550
2021
Q4 		$51K Buy
+440
New +$48.1K 0.03% 543

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fortitude Advisory Group's VNQ Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 440 shares — an estimated $48K sold.

Fortitude Advisory Group first reported a position in VNQ in Q4 2021 and held it in 2 quarters. The position peaked at $51K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 440 Vanguard Real Estate ETF shares in Q2 2022, an estimated $48K.
  • Fortitude Advisory Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Vanguard Real Estate ETF position peaked at $51K in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.