JWM
VNQ icon

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

Jacobus 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
2017
Q3 		$126K Hold
1,514
– – 0.03% 194
2017
Q2 		$126K Buy
+1,514
New +$126K 0.03% 195
2016
Q4 		– Sell
-4,802
Closed -$417K – 223
2016
Q3 		$417K Hold
4,802
– – 0.12% 121
2016
Q2 		$426K Hold
4,802
– – 0.13% 113
2016
Q1 		$402K Sell
4,802
-624
-12% -$48.6K 0.12% 140
2015
Q4 		$433K Sell
5,426
-1,290
-19% -$102K 0.12% 136
2015
Q3 		$507K Hold
6,716
– – 0.15% 115
2015
Q2 		$502K Buy
6,716
+1,914
+40% +$153K 0.12% 130
2015
Q1 		$405K Buy
+4,802
New +$408K 0.1% 145

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return