Fusion Family Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Fusion Family Wealth’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	-115	Closed	-$11K	–	99
2021 Q1	$11K	Hold	115	–	–	﹤0.01%	84
2020 Q4	$10K	Hold	115	–	–	﹤0.01%	77
2020 Q3	$9K	Hold	115	–	–	﹤0.01%	81
2020 Q2	$9K	Hold	115	–	–	﹤0.01%	84
2020 Q1	$8K	Hold	115	–	–	﹤0.01%	94
2019 Q4	$11K	Hold	115	–	–	﹤0.01%	97
2019 Q3	$10K	Hold	115	–	–	﹤0.01%	104
2019 Q2	$10K	Hold	115	–	–	﹤0.01%	119
2019 Q1	$10K	Hold	115	–	–	﹤0.01%	108
2018 Q4	$9K	Hold	115	–	–	﹤0.01%	187
2018 Q3	$9K	Sell	115 -720	-86%	-$59.3K	﹤0.01%	197
2018 Q2	$68K	Hold	835	–	–	0.02%	111
2018 Q1	$63K	Sell	835 -350	-30%	-$26.8K	0.02%	104
2017 Q4	$98K	Sell	1,185 -330	-22%	-$27.7K	0.02%	95
2017 Q3	$126K	Sell	1,515 -25	-2%	-$2.09K	0.04%	62
2017 Q2	$128K	Hold	1,540	–	–	0.04%	88
2017 Q1	$127K	Buy	+1,540	New	+$128K	0.05%	87

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fusion Family Wealth's VNQ Position: Q2 2021 in Review

Fusion Family Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 115 shares — an estimated $11K sold.

Fusion Family Wealth first reported a position in VNQ in Q1 2017 and held it in 17 quarters. The position peaked at $128K in Q2 2017. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

Fusion Family Wealth reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 115 Vanguard Real Estate ETF shares in Q2 2021, an estimated $11K.
Fusion Family Wealth first reported a position in Vanguard Real Estate ETF in Q1 2017 and held it in 17 quarters.
Fusion Family Wealth's Vanguard Real Estate ETF position peaked at $128K in Q2 2017.
1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.