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Ingalls & Snyder LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Ingalls & Snyder LLC’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
Q4 		– Sell
-3,446
Closed -$272K – 442
2020
Q3 		$272K Sell
3,446
-1,595
-32% -$128K 0.02% 312
2020
Q2 		$396K Sell
5,041
-388
-7% -$29.4K 0.02% 282
2020
Q1 		$379K Sell
5,429
-1,251
-19% -$110K 0.03% 292
2019
Q4 		$620K Sell
6,680
-15
-0.2% -$1.39K 0.03% 247
2019
Q3 		$624K Buy
6,695
+400
+6% +$36.3K 0.03% 267
2019
Q2 		$550K Sell
6,295
-5
-0.1% -$438 0.03% 282
2019
Q1 		$548K Sell
6,300
-447
-7% -$36.9K 0.03% 277
2018
Q4 		$503K Sell
6,747
-2,581
-28% -$203K 0.03% 278
2018
Q3 		$753K Buy
9,328
+850
+10% +$70K 0.03% 264
2018
Q2 		$691K Buy
8,478
+50
+0.6% +$3.87K 0.03% 242
2018
Q1 		$636K Sell
8,428
-174
-2% -$13.3K 0.03% 252
2017
Q4 		$714K Buy
8,602
+420
+5% +$35.2K 0.03% 244
2017
Q3 		$680K Sell
8,182
-3,688
-31% -$308K 0.04% 220
2017
Q2 		$988K Buy
11,870
+5,275
+80% +$440K 0.05% 188
2017
Q1 		$545K Buy
+6,595
New +$547K 0.03% 250

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ingalls & Snyder LLC's VNQ Position: Q4 2020 in Review

Ingalls & Snyder LLC sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 3,446 shares — an estimated $272K sold.

Ingalls & Snyder LLC first reported a position in VNQ in Q1 2017 and held it in 15 quarters. The position peaked at $988K in Q2 2017. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

  • Ingalls & Snyder LLC reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 3,446 Vanguard Real Estate ETF shares in Q4 2020, an estimated $272K.
  • Ingalls & Snyder LLC first reported a position in Vanguard Real Estate ETF in Q1 2017 and held it in 15 quarters.
  • Ingalls & Snyder LLC's Vanguard Real Estate ETF position peaked at $988K in Q2 2017.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Ingalls & Snyder LLC's 13F filing for Q4 2020, filed 27 Jan 2021.