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Investment House LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Investment House 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
2021
Q3 		– Sell
-7,582
Closed -$771K – 204
2021
Q2 		$771K Buy
+7,582
New +$752K 0.05% 133
2017
Q1 		– Sell
-5,655
Closed -$467K – 195
2016
Q4 		$467K Buy
+5,655
New +$461K 0.07% 135

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Investment House LLC's VNQ Position: Q3 2021 in Review

Investment House LLC sold out of Vanguard Real Estate ETF (VNQ) in Q3 2021, closing a stake of 7,582 shares — an estimated $771K sold.

Investment House LLC first reported a position in VNQ in Q4 2016 and held it in 2 quarters. The position peaked at $771K in Q2 2021. 1,437 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

  • Investment House LLC reported no remaining Vanguard Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Investment House LLC sold 7,582 Vanguard Real Estate ETF shares in Q3 2021, an estimated $771K.
  • Investment House LLC first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 2 quarters.
  • Investment House LLC's Vanguard Real Estate ETF position peaked at $771K in Q2 2021.
  • 1,437 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on Investment House LLC's 13F filing for Q3 2021, filed 12 Nov 2021.