Integer Wealth Advisors Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Integer Wealth Advisors Group’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	-2,661	Closed	-$219K	–	84
2020 Q4	$219K	Sell	2,661 -151	-5%	-$12.5K	0.14%	73
2020 Q3	$222K	Hold	2,812	–	–	0.2%	66
2020 Q2	$219K	Hold	2,812	–	–	0.22%	63
2020 Q1	$211K	Sell	2,812 -1,290	-31%	-$113K	0.24%	61
2019 Q4	$391K	Buy	+4,102	New	+$380K	0.39%	42

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

Integer Wealth Advisors Group's VNQ Position: Q1 2021 in Review

Integer Wealth Advisors Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 2,661 shares — an estimated $219K sold.

Integer Wealth Advisors Group first reported a position in VNQ in Q4 2019 and held it in 5 quarters. The position peaked at $391K in Q4 2019. 1,348 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

Integer Wealth Advisors Group reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Integer Wealth Advisors Group sold 2,661 Vanguard Real Estate ETF shares in Q1 2021, an estimated $219K.
Integer Wealth Advisors Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 5 quarters.
Integer Wealth Advisors Group's Vanguard Real Estate ETF position peaked at $391K in Q4 2019.
1,348 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.