Gary Goldberg Planning Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$77K	Hold	955	–	–	0.03%	176
2014 Q3	$69K	Sell	955 -40	-4%	-$3.02K	0.03%	186
2014 Q2	$74K	Buy	995 +120	+14%	+$8.82K	0.03%	180
2014 Q1	$62K	Sell	875 -70	-7%	-$4.79K	0.03%	198
2013 Q4	$61K	Buy	+945	New	+$63.2K	0.04%	186

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Gary Goldberg Planning Services's VNQ Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2014 at 955 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #176.

Gary Goldberg Planning Services first reported a position in VNQ in Q4 2013 and has held it in 5 quarters since. 717 funds tracked by Wall St. Rank hold VNQ as of Q4 2014.

Gary Goldberg Planning Services held 955 shares of Vanguard Real Estate ETF worth $77K as of Q4 2014.
Gary Goldberg Planning Services left its Vanguard Real Estate ETF share count unchanged in Q4 2014.
Vanguard Real Estate ETF made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #176 holding.
Gary Goldberg Planning Services first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 5 quarters since.
717 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.