Legacy Capital Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Legacy Capital Partners’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
2022 Q1	–	Sell	-1,826	Closed	-$212K	–	147
2021 Q4	$212K	Buy	+1,826	New	+$199K	0.07%	138
2015 Q2	–	Sell	-3,142	Closed	-$265K	–	114
2015 Q1	$265K	Sell	3,142 -51	-2%	-$4.33K	0.17%	104
2014 Q4	$259K	Buy	3,193 +268	+9%	+$21K	0.17%	100
2014 Q3	$211K	Hold	2,925	–	–	0.14%	106
2014 Q2	$219K	Buy	+2,925	New	+$215K	0.14%	103

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

MTWSIF

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

PCA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legacy Capital Partners's VNQ Position: Q1 2022 in Review

Legacy Capital Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 1,826 shares — an estimated $212K sold.

Legacy Capital Partners first reported a position in VNQ in Q2 2014 and held it in 5 quarters. The position peaked at $265K in Q1 2015. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Legacy Capital Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Legacy Capital Partners sold 1,826 Vanguard Real Estate ETF shares in Q1 2022, an estimated $212K.
Legacy Capital Partners first reported a position in Vanguard Real Estate ETF in Q2 2014 and held it in 5 quarters.
Legacy Capital Partners's Vanguard Real Estate ETF position peaked at $265K in Q1 2015.
1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.