Holistic Financial Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Holistic Financial Partners’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 Q1	–	Sell	-2,380	Closed	-$202K	–	113
2020 Q4	$202K	Buy	+2,380	New	+$197K	0.14%	98
2020 Q1	–	Sell	-2,225	Closed	-$206K	–	112
2019 Q4	$206K	Hold	2,225	–	–	0.12%	105
2019 Q3	$208K	Buy	+2,225	New	+$202K	0.18%	73
2018 Q2	–	Sell	-2,232	Closed	-$168K	–	353
2018 Q1	$168K	Buy	2,232 +7	+0.3%	+$536	0.14%	78
2017 Q4	$185K	Buy	+2,225	New	+$186K	0.15%	77

Other funds holding VNQ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MTWSIF

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Holistic Financial Partners's VNQ Position: Q1 2021 in Review

Holistic Financial Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 2,380 shares — an estimated $202K sold.

Holistic Financial Partners first reported a position in VNQ in Q4 2017 and held it in 5 quarters. The position peaked at $208K in Q3 2019. 1,347 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

Holistic Financial Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Holistic Financial Partners sold 2,380 Vanguard Real Estate ETF shares in Q1 2021, an estimated $202K.
Holistic Financial Partners first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 5 quarters.
Holistic Financial Partners's Vanguard Real Estate ETF position peaked at $208K in Q3 2019.
1,347 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Holistic Financial Partners's 13F filing for Q1 2021, filed 11 May 2021.