HT
VNQ icon

HighTower Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

HighTower Trust’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
2022
Q3 		– Sell
-3,250
Closed -$1.14K – 322
2022
Q2 		$1.14K Buy
+3,250
New +$324K 0.12% 88
2018
Q4 		– Sell
-10,475
Closed -$845K – 114
2018
Q3 		$845K Hold
10,475
– – 0.09% 73
2018
Q2 		$853K Sell
10,475
-2,815
-21% -$218K 0.1% 80
2018
Q1 		$1M Hold
13,290
– – 0.12% 69
2017
Q4 		$1.1M Hold
13,290
– – 0.12% 62
2017
Q3 		$1.1M Hold
13,290
– – 0.13% 56
2017
Q2 		$1.11M Sell
13,290
-14,300
-52% -$1.19M 0.13% 61
2017
Q1 		$2.28M Buy
27,590
+4,590
+20% +$381K 0.26% 46
2016
Q4 		$1.9M Sell
23,000
-9,000
-28% -$733K 0.21% 49
2016
Q3 		$2.78M Hold
32,000
– – 0.31% 43
2016
Q2 		$2.84M Buy
+32,000
New +$2.69M 0.3% 45

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PCA
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US Bancorp
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return