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Frontier Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Frontier Wealth 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
2022
Q2 		$312K Sell
3,424
-5,148
-60% -$513K 0.02% 297
2022
Q1 		$930K Sell
8,572
-743
-8% -$78.6K 0.01% 188
2021
Q4 		$1.08M Sell
9,315
-240
-3% -$26.2K 0.07% 180
2021
Q3 		$973K Buy
9,555
+5,741
+151% +$609K 0.07% 183
2021
Q2 		$388K Sell
3,814
-759
-17% -$75.3K 0.03% 299
2021
Q1 		$420K Buy
+4,573
New +$402K 0.03% 263
2020
Q3 		– Sell
-16,354
Closed -$1.28M – 373
2020
Q2 		$1.28M Buy
+16,354
New +$1.24M 0.12% 124
2019
Q2 		– Sell
-34,933
Closed -$3.04M – 373
2019
Q1 		$3.04M Sell
34,933
-767
-2% -$63.4K 0.41% 50
2018
Q4 		$2.66M Buy
35,700
+703
+2% +$55.4K 0.4% 59
2018
Q3 		$2.82M Buy
34,997
+707
+2% +$58.2K 0.27% 59
2018
Q2 		$2.79M Buy
34,290
+3,532
+11% +$274K 0.4% 54
2018
Q1 		$2.32M Buy
30,758
+1,045
+4% +$80K 0.33% 75
2017
Q4 		$2.47M Sell
29,713
-2,442
-8% -$205K 0.4% 61
2017
Q3 		$2.67M Sell
32,155
-22,613
-41% -$1.89M 0.38% 65
2017
Q2 		$4.56M Sell
54,768
-10,083
-16% -$841K 0.7% 38
2017
Q1 		$5.36M Buy
64,851
+1,129
+2% +$93.7K 0.82% 28
2016
Q4 		$5.26M Sell
63,722
-5,580
-8% -$454K 0.86% 25
2016
Q3 		$6.01M Sell
69,302
-11,318
-14% -$1.01M 0.91% 23
2016
Q2 		$7.15M Buy
80,620
+16,262
+25% +$1.37M 1.14% 16
2016
Q1 		$5.39M Sell
64,358
-7,299
-10% -$568K 0.45% 23
2015
Q4 		$5.71M Sell
71,657
-7,660
-10% -$606K 0.92% 22
2015
Q3 		$5.99M Sell
79,317
-11,246
-12% -$864K 0.95% 22
2015
Q2 		$6.76M Sell
90,563
-798
-0.9% -$63.8K 1.04% 17
2015
Q1 		$7.7M Sell
91,361
-734
-0.8% -$62.3K 1.24% 15
2014
Q4 		$7.46M Buy
+92,095
New +$7.23M 1.41% 12

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Frontier Wealth Management's VNQ Position: Q2 2022 in Review

Frontier Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 60% in Q2 2022, selling an estimated $513K and leaving 3,424 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #297.

Frontier Wealth Management first reported a position in VNQ in Q4 2014 and has held it in 25 quarters since. The position peaked at $7.7M in Q1 2015. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Frontier Wealth Management held 3,424 shares of Vanguard Real Estate ETF worth $312K as of Q2 2022.
  • Frontier Wealth Management sold 5,148 Vanguard Real Estate ETF shares in Q2 2022, an estimated $513K.
  • Vanguard Real Estate ETF made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #297 holding.
  • Frontier Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 25 quarters since.
  • Frontier Wealth Management's Vanguard Real Estate ETF position peaked at $7.7M in Q1 2015.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.