Gerber Kawasaki Wealth & Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Gerber Kawasaki Wealth & Investment 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	–	Sell	-4,205	Closed	-$957K	–	274
2022 Q1	$957K	Buy	4,205 +1,416	+51%	+$150K	0.08%	115
2021 Q4	$673K	Buy	2,789 +2,502	+872%	+$273K	0.05%	141
2021 Q3	$29K	Buy	+287	New	+$30.4K	﹤0.01%	418

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 $52B AUM 24.53% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VNQ Position: Q2 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 4,205 shares — an estimated $957K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in VNQ in Q3 2021 and held it in 3 quarters. The position peaked at $957K in Q1 2022. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 4,205 Vanguard Real Estate ETF shares in Q2 2022, an estimated $957K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 3 quarters.
Gerber Kawasaki Wealth & Investment Management's Vanguard Real Estate ETF position peaked at $957K in Q1 2022.
1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2022, filed 4 Aug 2022.