Huber Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Huber Financial 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
2020 Q1	$1.03M	Sell	14,791 -2,470	-14%	-$217K	0.39%	30
2019 Q4	$1.6M	Sell	17,261 -101	-0.6%	-$9.35K	0.56%	25
2019 Q3	$1.62M	Sell	17,362 -569	-3%	-$51.7K	0.63%	24
2019 Q2	$1.57M	Sell	17,931 -90	-0.5%	-$7.88K	0.68%	18
2019 Q1	$1.57M	Buy	18,021 +2,779	+18%	+$230K	0.76%	16
2018 Q4	$1.14M	Sell	15,242 -2,916	-16%	-$230K	0.62%	23
2018 Q3	$1.47M	Sell	18,158 -102	-0.6%	-$8.4K	1.12%	16
2018 Q2	$1.49M	Buy	18,260 +309	+2%	+$23.9K	1.36%	13
2018 Q1	$1.35M	Sell	17,951 -1,640	-8%	-$126K	1.33%	15
2017 Q4	$1.63M	Buy	+19,591	New	+$1.64M	1.79%	9

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

PCA

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

Huber Financial Advisors's VNQ Position: Q1 2020 in Review

Huber Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 14% in Q1 2020, selling an estimated $217K and leaving 14,791 shares worth $1.03M. The position accounts for 0.39% of the portfolio, ranked #30.

Huber Financial Advisors first reported a position in VNQ in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.63M in Q4 2017. 1,275 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Huber Financial Advisors held 14,791 shares of Vanguard Real Estate ETF worth $1.03M as of Q1 2020.
Huber Financial Advisors sold 2,470 Vanguard Real Estate ETF shares in Q1 2020, an estimated $217K.
Vanguard Real Estate ETF made up 0.39% of Huber Financial Advisors's portfolio in Q1 2020, its #30 holding.
Huber Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Vanguard Real Estate ETF position peaked at $1.63M in Q4 2017.
1,275 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.