Freedman Financial Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Freedman Financial Associates’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	-2,848	Closed	-$313K	–	409
2022 Q1	$313K	Buy	2,848 +212	+8%	+$22.4K	0.22%	52
2021 Q4	$306K	Buy	2,636 +6	+0.2%	+$655	0.21%	49
2021 Q3	$268K	Buy	2,630 +5	+0.2%	+$530	0.2%	49
2021 Q2	$267K	Sell	2,625 -500	-16%	-$49.6K	0.2%	47
2021 Q1	$287K	Buy	3,125 +3	+0.1%	+$264	0.24%	44
2020 Q4	$265K	Buy	+3,122	New	+$259K	0.24%	43

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Freedman Financial Associates's VNQ Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 2,848 shares — an estimated $313K sold.

Freedman Financial Associates first reported a position in VNQ in Q4 2020 and held it in 6 quarters. The position peaked at $313K in Q1 2022. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

Freedman Financial Associates reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 2,848 Vanguard Real Estate ETF shares in Q2 2022, an estimated $313K.
Freedman Financial Associates first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Vanguard Real Estate ETF position peaked at $313K in Q1 2022.
1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.