Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020 Q4	$201K	Sell	2,370 -249	-10%	-$20.7K	0.05%	117
2020 Q3	$207K	Buy	2,619 +1	+0%	+$80	0.06%	92
2020 Q2	$206K	Buy	+2,618	New	+$198K	0.06%	81
2020 Q1	–	Sell	-2,754	Closed	-$256K	–	114
2019 Q4	$256K	Buy	2,754 +1	+0%	+$93	0.06%	98
2019 Q3	$257K	Buy	2,753 +2	+0.1%	+$182	0.06%	89
2019 Q2	$241K	Buy	2,751 +32	+1%	+$2.8K	0.06%	91
2019 Q1	$236K	Buy	+2,719	New	+$225K	0.07%	85
2018 Q4	–	Sell	-2,736	Closed	-$221K	–	103
2018 Q3	$221K	Buy	2,736 +420	+18%	+$34.6K	0.08%	84
2018 Q2	$189K	Hold	2,316	–	–	0.07%	81
2018 Q1	$175K	Buy	+2,316	New	+$177K	0.06%	83
2016 Q2	–	Sell	-140	Closed	-$11K	–	452
2016 Q1	$11K	Hold	140	–	–	0.01%	254
2015 Q4	$11K	Buy	+140	New	+$11.1K	0.01%	246

Other funds holding VNQ

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MTWSIF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's VNQ Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its Vanguard Real Estate ETF (VNQ) stake by 9.5% in Q4 2020, selling an estimated $20.7K and leaving 2,370 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #117.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in VNQ in Q4 2015 and has held it in 12 quarters since. The position peaked at $257K in Q3 2019. 1,322 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 2,370 shares of Vanguard Real Estate ETF worth $201K as of Q4 2020.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 249 Vanguard Real Estate ETF shares in Q4 2020, an estimated $20.7K.
Vanguard Real Estate ETF made up 0.05% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #117 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 12 quarters since.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Vanguard Real Estate ETF position peaked at $257K in Q3 2019.
1,322 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.