IIA
VNQ icon

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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return