Guidant Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$3.83M	Buy	41,023 +2,247	+6%	+$204K	1.42%	23
2019 Q2	$3.39M	Buy	38,776 +384	+1%	+$33.6K	1.31%	25
2019 Q1	$3.34M	Buy	38,392 +3,504	+10%	+$289K	1.3%	25
2018 Q4	$2.6M	Sell	34,888 -4,141	-11%	-$326K	1.21%	28
2018 Q3	$3.12M	Buy	39,029 +1,229	+3%	+$101K	1.3%	20
2018 Q2	$3.06M	Buy	37,800 +2,476	+7%	+$192K	1.33%	20
2018 Q1	$2.63M	Buy	35,324 +4,810	+16%	+$368K	1.19%	20
2017 Q4	$2.48M	Buy	30,514 +953	+3%	+$79.9K	1.11%	20
2017 Q3	$2.47M	Buy	29,561 +648	+2%	+$54.1K	1.75%	17
2017 Q2	$2.35M	Buy	28,913 +527	+2%	+$43.9K	1.21%	27
2017 Q1	$2.35M	Buy	28,386 +1,226	+5%	+$102K	1.24%	27
2016 Q4	$2.24M	Buy	27,160 +3,359	+14%	+$274K	1.27%	30
2016 Q3	$2M	Buy	+23,801	New	+$2.12M	1.23%	26

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Guidant Wealth Advisors's VNQ Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 5.8% in Q3 2019, buying an estimated $204K and bringing the position to 41,023 shares worth $3.83M. The position accounts for 1.42% of the portfolio, ranked #23.

Guidant Wealth Advisors first reported a position in VNQ in Q3 2016 and has held it in 13 quarters since. 1,219 funds tracked by Wall St. Rank hold VNQ as of Q3 2019.

Guidant Wealth Advisors held 41,023 shares of Vanguard Real Estate ETF worth $3.83M as of Q3 2019.
Guidant Wealth Advisors bought 2,247 Vanguard Real Estate ETF shares in Q3 2019, an estimated $204K.
Vanguard Real Estate ETF made up 1.42% of Guidant Wealth Advisors's portfolio in Q3 2019, its #23 holding.
Guidant Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q3 2016 and has held it in 13 quarters since.
1,219 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.