Kays Financial Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Kays Financial Advisory’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 Q3	$891K	Sell	11,288 -1,423	-11%	-$114K	0.14%	58
2020 Q2	$998K	Buy	12,711 +194	+2%	+$14.7K	0.17%	56
2020 Q1	$874K	Buy	12,517 +1,947	+18%	+$171K	0.18%	55
2019 Q4	$981K	Buy	10,570 +3,700	+54%	+$343K	0.17%	55
2019 Q3	$641K	Buy	6,870 +672	+11%	+$61K	0.12%	65
2019 Q2	$541K	Buy	6,198 +124	+2%	+$10.9K	0.1%	68
2019 Q1	$528K	Buy	6,074 +1,418	+30%	+$117K	0.1%	68
2018 Q4	$347K	Buy	4,656 +219	+5%	+$17.3K	0.08%	81
2018 Q3	$358K	Buy	4,437 +817	+23%	+$67.3K	0.08%	72
2018 Q2	$295K	Sell	3,620 -299	-8%	-$23.2K	0.06%	69
2018 Q1	$296K	Sell	3,919 -446	-10%	-$34.1K	0.07%	63
2017 Q4	$362K	Buy	4,365 +1,664	+62%	+$139K	0.11%	65
2017 Q3	$225K	Buy	+2,701	New	+$226K	0.07%	77

Other funds holding VNQ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

MTWSIF

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

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

PCA

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

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

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

Kays Financial Advisory's VNQ Position: Q3 2020 in Review

Kays Financial Advisory reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q3 2020, selling an estimated $114K and leaving 11,288 shares worth $891K. The position accounts for 0.14% of the portfolio, ranked #58.

Kays Financial Advisory first reported a position in VNQ in Q3 2017 and has held it in 13 quarters since. The position peaked at $998K in Q2 2020. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Kays Financial Advisory held 11,288 shares of Vanguard Real Estate ETF worth $891K as of Q3 2020.
Kays Financial Advisory sold 1,423 Vanguard Real Estate ETF shares in Q3 2020, an estimated $114K.
Vanguard Real Estate ETF made up 0.14% of Kays Financial Advisory's portfolio in Q3 2020, its #58 holding.
Kays Financial Advisory first reported a position in Vanguard Real Estate ETF in Q3 2017 and has held it in 13 quarters since.
Kays Financial Advisory's Vanguard Real Estate ETF position peaked at $998K in Q2 2020.
1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.