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

LBA 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 Q1	$139K	Buy	1,681 +625	+59%	+$51.8K	0.07%	122
2016 Q4	$87K	Sell	1,056 -273	-21%	-$22.2K	0.05%	153
2016 Q3	$115K	Buy	1,329 +500	+60%	+$44.6K	0.06%	142
2016 Q2	$74K	Hold	829	–	–	0.04%	174
2016 Q1	$69K	Hold	829	–	–	0.04%	175
2015 Q4	$66K	Buy	+829	New	+$65.6K	0.04%	189
2015 Q2	–	Sell	-80	Closed	-$7K	–	334
2015 Q1	$7K	Hold	80	–	–	﹤0.01%	258
2014 Q4	$6K	Hold	80	–	–	﹤0.01%	250
2014 Q3	$6K	Hold	80	–	–	﹤0.01%	327
2014 Q2	$6K	Hold	80	–	–	﹤0.01%	225
2014 Q1	$6K	Buy	+80	New	+$5.48K	﹤0.01%	225

Other funds holding VNQ

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

MTWSIF

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LBA Wealth Management's VNQ Position: Q1 2017 in Review

LBA Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 59% in Q1 2017, buying an estimated $51.8K and bringing the position to 1,681 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #122.

LBA Wealth Management first reported a position in VNQ in Q1 2014 and has held it in 11 quarters since. 945 funds tracked by Wall St. Rank hold VNQ as of Q1 2017.

LBA Wealth Management held 1,681 shares of Vanguard Real Estate ETF worth $139K as of Q1 2017.
LBA Wealth Management bought 625 Vanguard Real Estate ETF shares in Q1 2017, an estimated $51.8K.
Vanguard Real Estate ETF made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #122 holding.
LBA Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 11 quarters since.
945 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.