IPG Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

IPG Investment 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
2022 Q2	–	Sell	-2,052	Closed	-$222K	–	192
2022 Q1	$222K	Buy	2,052 +127	+7%	+$13.4K	0.04%	145
2021 Q4	$224K	Buy	+1,925	New	+$210K	0.04%	174
2020 Q1	–	Sell	-6,115	Closed	-$567K	–	145
2019 Q4	$567K	Sell	6,115 -2,176	-26%	-$202K	0.18%	73
2019 Q3	$773K	Buy	8,291 +493	+6%	+$44.8K	0.27%	54
2019 Q2	$682K	Sell	7,798 -75	-1%	-$6.57K	0.25%	61
2019 Q1	$684K	Sell	7,873 -688	-8%	-$56.8K	0.23%	63
2018 Q4	$638K	Buy	+8,561	New	+$674K	0.24%	55
2014 Q4	–	Sell	-2,995	Closed	-$215K	–	135
2014 Q3	$215K	Buy	+2,995	New	+$226K	0.08%	91

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCA

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

IPG Investment Advisors's VNQ Position: Q2 2022 in Review

IPG Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 2,052 shares — an estimated $222K sold.

IPG Investment Advisors first reported a position in VNQ in Q3 2014 and held it in 8 quarters. The position peaked at $773K in Q3 2019. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

IPG Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
IPG Investment Advisors sold 2,052 Vanguard Real Estate ETF shares in Q2 2022, an estimated $222K.
IPG Investment Advisors first reported a position in Vanguard Real Estate ETF in Q3 2014 and held it in 8 quarters.
IPG Investment Advisors's Vanguard Real Estate ETF position peaked at $773K in Q3 2019.
1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on IPG Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.