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GM Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

GM Advisory Group’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
Q1 		– Sell
-111,594
Closed -$10.4M – 145
2019
Q4 		$10.4M Buy
111,594
+8,023
+8% +$743K 3.21% 10
2019
Q3 		$9.66M Buy
103,571
+5,923
+6% +$538K 3% 10
2019
Q2 		$8.53M Sell
97,648
-273
-0.3% -$23.9K 2.68% 11
2019
Q1 		$8.51M Sell
97,921
-883
-0.9% -$72.9K 2.8% 11
2018
Q4 		$7.37M Sell
98,804
-4,697
-5% -$370K 2.74% 12
2018
Q3 		$8.35M Buy
103,501
+1,213
+1% +$99.9K 2.62% 11
2018
Q2 		$8.33M Buy
102,288
+12,636
+14% +$979K 2.47% 15
2018
Q1 		$6.77M Buy
89,652
+65,567
+272% +$5.02M 2.04% 17
2017
Q4 		$2M Sell
24,085
-63
-0.3% -$5.28K 0.54% 29
2017
Q3 		$2.01M Sell
24,148
-789
-3% -$65.9K 0.61% 28
2017
Q2 		$2.08M Buy
24,937
+1,700
+7% +$142K 0.65% 27
2017
Q1 		$1.92M Buy
23,237
+1,591
+7% +$132K 0.66% 26
2016
Q4 		$1.79M Sell
21,646
-136
-0.6% -$11.1K 0.62% 27
2016
Q3 		$1.89M Sell
21,782
-1,390
-6% -$124K 0.7% 27
2016
Q2 		$2.06M Sell
23,172
-2,754
-11% -$231K 0.77% 27
2016
Q1 		$1.78M Buy
+25,926
New +$2.02M 0.77% 27

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

GM Advisory Group's VNQ Position: Q1 2020 in Review

GM Advisory Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 111,594 shares — an estimated $10.4M sold.

GM Advisory Group first reported a position in VNQ in Q1 2016 and held it in 16 quarters. The position peaked at $10.4M in Q4 2019. 1,274 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

  • GM Advisory Group reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • GM Advisory Group sold 111,594 Vanguard Real Estate ETF shares in Q1 2020, an estimated $10.4M.
  • GM Advisory Group first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 16 quarters.
  • GM Advisory Group's Vanguard Real Estate ETF position peaked at $10.4M in Q4 2019.
  • 1,274 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on GM Advisory Group's 13F filing for Q1 2020, filed 13 May 2020.