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GLLW
Graves Light Lenhart Wealth’s
Vanguard Real Estate ETF
VNQ
Stock Holding History
Graves Light Lenhart Wealth’s Portfolio
VNQ Stock Details
VNQ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-2,610
Closed
-$238K
–
596
2022
Q2
$238K
Buy
2,610
+15
+0.6%
+$1.5K
0.04%
155
2022
Q1
$281K
Buy
2,595
+370
+17%
+$39.2K
0.04%
153
2021
Q4
$258K
Buy
2,225
+2
+0.1%
+$218
0.04%
167
2021
Q3
$226K
Sell
2,223
-1,385
-38%
-$147K
0.04%
169
2021
Q2
$367K
Buy
3,608
+2
+0.1%
+$198
0.06%
128
2021
Q1
$331K
Buy
3,606
+473
+15%
+$41.6K
0.06%
132
2020
Q4
$266K
Sell
3,133
-27
-0.9%
-$2.24K
0.05%
142
2020
Q3
$250K
Buy
3,160
+2
+0.1%
+$161
0.06%
134
2020
Q2
$248K
Hold
3,158
–
–
0.06%
131
2020
Q1
$221K
Buy
3,158
+3
+0.1%
+$263
0.06%
133
2019
Q4
$293K
Buy
3,155
+2
+0.1%
+$185
0.06%
134
2019
Q3
$297K
Buy
+3,153
New
+$286K
0.07%
129
2019
Q1
–
Sell
-2,727
Closed
-$203K
–
167
2018
Q4
$203K
Buy
+2,727
New
+$215K
0.06%
138
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
$501B AUM
22.01%
1-Year Est. Return
PCA
Personal Capital Advisors
Redwood City, California
$20.6B AUM
13.65%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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