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VNQ icon

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
-80,795
Closed -$870K – 240
2019
Q4 		$870K Buy
+80,795
New +$7.48M 0.04% 152
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return