Independence Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Independence 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 Q3	$1.24M	Sell	15,698 -291	-2%	-$23.4K	0.27%	33
2020 Q2	$1.26M	Sell	15,989 -1,490	-9%	-$113K	0.29%	32
2020 Q1	$1.22M	Buy	17,479 +2,328	+15%	+$204K	0.34%	31
2019 Q4	$1.41M	Sell	15,151 -11	-0.1%	-$1.02K	0.34%	32
2019 Q3	$1.41M	Sell	15,162 -30	-0.2%	-$2.72K	0.34%	31
2019 Q2	$1.33M	Sell	15,192 -3	-0%	-$263	0.34%	31
2019 Q1	$1.32M	Sell	15,195 -184	-1%	-$15.2K	0.37%	30
2018 Q4	$1.15M	Buy	15,379 +1,835	+14%	+$145K	0.38%	29
2018 Q3	$1.09M	Sell	13,544 -42	-0.3%	-$3.46K	0.33%	32
2018 Q2	$1.11M	Sell	13,586 -407	-3%	-$31.5K	0.35%	31
2018 Q1	$1.06M	Buy	13,993 +7,101	+103%	+$543K	0.35%	32
2017 Q4	$572K	Buy	6,892 +225	+3%	+$18.9K	0.19%	40
2017 Q3	$554K	Hold	6,667	–	–	0.22%	34
2017 Q2	$555K	Sell	6,667 -80	-1%	-$6.67K	0.22%	39
2017 Q1	$557K	Sell	6,747 -188	-3%	-$15.6K	0.23%	36
2016 Q4	$572K	Buy	6,935 +202	+3%	+$16.5K	0.25%	37
2016 Q3	$584K	Hold	6,733	–	–	0.27%	34
2016 Q2	$597K	Buy	+6,733	New	+$566K	0.31%	27

Other funds holding VNQ

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

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

MTWSIF

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

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

PCA

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

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

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

Independence Advisors's VNQ Position: Q3 2020 in Review

Independence Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 1.8% in Q3 2020, selling an estimated $23.4K and leaving 15,698 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #33.

Independence Advisors first reported a position in VNQ in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.41M in Q3 2019. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Independence Advisors held 15,698 shares of Vanguard Real Estate ETF worth $1.24M as of Q3 2020.
Independence Advisors sold 291 Vanguard Real Estate ETF shares in Q3 2020, an estimated $23.4K.
Vanguard Real Estate ETF made up 0.27% of Independence Advisors's portfolio in Q3 2020, its #33 holding.
Independence Advisors first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 18 quarters since.
Independence Advisors's Vanguard Real Estate ETF position peaked at $1.41M in Q3 2019.
1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.