Grace Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Grace Capital’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
2021 Q4	–	Sell	-8,614	Closed	-$942K	–	164
2021 Q3	$942K	Buy	8,614 +5,144	+148%	+$546K	0.58%	45
2021 Q2	$353K	Hold	3,470	–	–	0.24%	106
2021 Q1	$319K	Sell	3,470 -1,334	-28%	-$117K	0.2%	124
2020 Q4	$408K	Buy	4,804 +911	+23%	+$75.6K	0.26%	101
2020 Q3	$307K	Buy	3,893 +1,589	+69%	+$128K	0.24%	98
2020 Q2	$181K	Sell	2,304 -3,158	-58%	-$239K	0.16%	127
2020 Q1	$382K	Hold	5,462	–	–	0.38%	81
2019 Q4	$507K	Hold	5,462	–	–	0.41%	67
2019 Q3	$509K	Hold	5,462	–	–	0.51%	59
2019 Q2	$477K	Hold	5,462	–	–	0.23%	102
2019 Q1	$474K	Hold	5,462	–	–	0.19%	129
2018 Q4	$407K	Buy	+5,462	New	+$430K	0.19%	133

Other funds holding VNQ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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 New York $1.56T AUM 27.86% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Grace Capital's VNQ Position: Q4 2021 in Review

Grace Capital sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 8,614 shares — an estimated $942K sold.

Grace Capital first reported a position in VNQ in Q4 2018 and held it in 12 quarters. The position peaked at $942K in Q3 2021. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

Grace Capital reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Grace Capital sold 8,614 Vanguard Real Estate ETF shares in Q4 2021, an estimated $942K.
Grace Capital first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 12 quarters.
Grace Capital's Vanguard Real Estate ETF position peaked at $942K in Q3 2021.
1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Grace Capital's 13F filing for Q4 2021, filed 2 Feb 2022.