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Goldstein Munger & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Goldstein Munger & Associates’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
Q3 		– Sell
-10,248
Closed -$805K – 39
2020
Q2 		$805K Sell
10,248
-23,230
-69% -$1.76M 0.3% 25
2020
Q1 		$2.34M Buy
33,478
+3,636
+12% +$319K 1.15% 13
2019
Q4 		$2.77M Buy
29,842
+157
+0.5% +$14.5K 1.13% 13
2019
Q3 		$2.77M Hold
29,685
– – 1.22% 13
2019
Q2 		$2.59M Buy
29,685
+400
+1% +$35K 1.13% 13
2019
Q1 		$2.54M Hold
29,285
– – 1.11% 14
2018
Q4 		$2.18M Sell
29,285
-4,064
-12% -$320K 1.07% 14
2018
Q3 		$2.69M Buy
33,349
+995
+3% +$81.9K 1.14% 15
2018
Q2 		$2.63M Buy
32,354
+245
+0.8% +$19K 1.11% 16
2018
Q1 		$2.42M Buy
32,109
+200
+0.6% +$15.3K 1.04% 16
2017
Q4 		$2.65M Sell
31,909
-950
-3% -$79.6K 1.13% 16
2017
Q3 		$2.73M Hold
32,859
– – 1.22% 14
2017
Q2 		$2.73M Sell
32,859
-700
-2% -$58.4K 1.26% 16
2017
Q1 		$2.77M Sell
33,559
-1,290
-4% -$107K 1.22% 18
2016
Q4 		$2.88M Buy
34,849
+2,620
+8% +$213K 1.28% 16
2016
Q3 		$2.8M Hold
32,229
– – 1.28% 18
2016
Q2 		$2.86M Sell
32,229
-983
-3% -$82.6K 1.32% 17
2016
Q1 		$2.78M Hold
33,212
– – 1.21% 18
2015
Q4 		$2.65M Sell
33,212
-2,420
-7% -$192K 1.17% 18
2015
Q3 		$2.69M Buy
35,632
+795
+2% +$61.1K 1.22% 18
2015
Q2 		$2.6M Sell
34,837
-110
-0.3% -$8.79K 1.13% 17
2015
Q1 		$2.95M Hold
34,947
– – 1.26% 17
2014
Q4 		$2.83M Sell
34,947
-300
-0.9% -$23.5K 1.19% 17
2014
Q3 		$2.53M Buy
35,247
+62
+0.2% +$4.68K 1.05% 18
2014
Q2 		$2.63M Buy
35,185
+1,952
+6% +$144K 1.07% 18
2014
Q1 		$2.35M Buy
33,233
+1,485
+5% +$102K 1.08% 15
2013
Q4 		$2.05M Sell
31,748
-10,347
-25% -$692K 0.86% 21
2013
Q3 		$2.78M Sell
42,095
-4,657
-10% -$316K 1.09% 18
2013
Q2 		$3.21M Buy
+46,752
New +$3.4M 1.2% 17

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
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
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldstein Munger & Associates's VNQ Position: Q3 2020 in Review

Goldstein Munger & Associates sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 10,248 shares — an estimated $805K sold.

Goldstein Munger & Associates first reported a position in VNQ in Q2 2013 and held it in 29 quarters. The position peaked at $3.21M in Q2 2013. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • Goldstein Munger & Associates reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Goldstein Munger & Associates sold 10,248 Vanguard Real Estate ETF shares in Q3 2020, an estimated $805K.
  • Goldstein Munger & Associates first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 29 quarters.
  • Goldstein Munger & Associates's Vanguard Real Estate ETF position peaked at $3.21M in Q2 2013.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Goldstein Munger & Associates's 13F filing for Q3 2020, filed 10 Nov 2020.