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IAM Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

IAM Advisory’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
Q3 		– Sell
-291,448
Closed -$29.7M – 105
2021
Q2 		$29.7M Buy
+291,448
New +$28.9M 3.9% 8

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IAM Advisory's VNQ Position: Q3 2021 in Review

IAM Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q3 2021, closing a stake of 291,448 shares — an estimated $29.7M sold.

IAM Advisory first reported a position in VNQ in Q2 2021 and held it in 1 quarter. The position peaked at $29.7M in Q2 2021. 1,438 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

  • IAM Advisory reported no remaining Vanguard Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 291,448 Vanguard Real Estate ETF shares in Q3 2021, an estimated $29.7M.
  • IAM Advisory first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Vanguard Real Estate ETF position peaked at $29.7M in Q2 2021.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.