Iron Gate Global Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Iron Gate Global 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	-2,101	Closed	-$227K	–	106
2022 Q1	$227K	Hold	2,101	–	–	0.05%	94
2021 Q4	$241K	Buy	+2,101	New	+$229K	0.06%	98
2021 Q3	–	Sell	-2,101	Closed	-$213K	–	124
2021 Q2	$213K	Buy	+2,101	New	+$208K	0.06%	99
2018 Q4	–	Sell	-590	Closed	-$47K	–	209
2018 Q3	$47K	Hold	590	–	–	0.03%	118
2018 Q2	$48K	Buy	+590	New	+$45.7K	0.04%	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

Iron Gate Global Advisors's VNQ Position: Q2 2022 in Review

Iron Gate Global Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 2,101 shares — an estimated $227K sold.

Iron Gate Global Advisors first reported a position in VNQ in Q2 2018 and held it in 5 quarters. The position peaked at $241K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

Iron Gate Global Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Iron Gate Global Advisors sold 2,101 Vanguard Real Estate ETF shares in Q2 2022, an estimated $227K.
Iron Gate Global Advisors first reported a position in Vanguard Real Estate ETF in Q2 2018 and held it in 5 quarters.
Iron Gate Global Advisors's Vanguard Real Estate ETF position peaked at $241K in Q4 2021.
1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Iron Gate Global Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.