Johanson Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Johanson Financial 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
2020 Q1	–	Sell	-870	Closed	-$80.8K	–	240
2019 Q4	$80.8K	Buy	+870	New	+$80.6K	0.04%	143
2018 Q1	–	Sell	-3,123	Closed	-$261K	–	85
2017 Q4	$261K	Sell	3,123 -4,811	-61%	-$403K	0.17%	77
2017 Q3	$659K	Sell	7,934 -4,798	-38%	-$401K	0.48%	48
2017 Q2	$1.06M	Sell	12,732 -1,329	-9%	-$111K	0.86%	31
2017 Q1	$1.16M	Buy	+14,061	New	+$1.17M	1.03%	27
2016 Q4	–	Sell	-15,412	Closed	-$1.34M	–	67
2016 Q3	$1.34M	Buy	15,412 +670	+5%	+$59.8K	1.44%	21
2016 Q2	$1.31M	Sell	14,742 -228	-2%	-$19.2K	1.54%	19
2016 Q1	$1.25M	Sell	14,970 -357	-2%	-$27.8K	1.54%	18
2015 Q4	$1.22M	Buy	+15,327	New	+$1.21M	1.6%	19

Other funds holding VNQ

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

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

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

MTWSIF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

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

PCA

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

Johanson Financial Advisors's VNQ Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 870 shares — an estimated $80.8K sold.

Johanson Financial Advisors first reported a position in VNQ in Q4 2015 and held it in 9 quarters. The position peaked at $1.34M in Q3 2016. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

Johanson Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 870 Vanguard Real Estate ETF shares in Q1 2020, an estimated $80.8K.
Johanson Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2015 and held it in 9 quarters.
Johanson Financial Advisors's Vanguard Real Estate ETF position peaked at $1.34M in Q3 2016.
1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.