Jackson Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Jackson Wealth Management’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	-26,874	Closed	-$2.91M	–	122
2022 Q1	$2.91M	Buy	+26,874	New	+$2.84M	0.4%	63
2016 Q4	–	Sell	-13,412	Closed	-$1.12M	–	76
2016 Q3	$1.12M	Buy	13,412 +398	+3%	+$35.5K	0.43%	55
2016 Q2	$1.15M	Buy	+13,014	New	+$1.09M	0.43%	58
2015 Q1	–	Sell	-44,944	Closed	-$3.64M	–	139
2014 Q4	$3.64M	Buy	+44,944	New	+$3.53M	1.19%	22

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jackson Wealth Management's VNQ Position: Q2 2022 in Review

Jackson Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 26,874 shares — an estimated $2.91M sold.

Jackson Wealth Management first reported a position in VNQ in Q4 2014 and held it in 4 quarters. The position peaked at $3.64M in Q4 2014. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

Jackson Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Jackson Wealth Management sold 26,874 Vanguard Real Estate ETF shares in Q2 2022, an estimated $2.91M.
Jackson Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 4 quarters.
Jackson Wealth Management's Vanguard Real Estate ETF position peaked at $3.64M in Q4 2014.
1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Jackson Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.