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

Legacy 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
2022 Q3	–	Sell	-2,237	Closed	-$204K	–	236
2022 Q2	$204K	Hold	2,237	–	–	0.05%	206
2022 Q1	$242K	Hold	2,237	–	–	0.05%	201
2021 Q4	$260K	Buy	2,237 +57	+3%	+$6.22K	0.06%	164
2021 Q3	$222K	Buy	+2,180	New	+$231K	0.05%	166
2019 Q2	–	Sell	-1,278	Closed	-$111K	–	880
2019 Q1	$111K	Hold	1,278	–	–	0.04%	149
2018 Q4	$95K	Hold	1,278	–	–	0.04%	146
2018 Q3	$103K	Hold	1,278	–	–	0.04%	167
2018 Q2	$105K	Hold	1,278	–	–	0.04%	166
2018 Q1	$95K	Hold	1,278	–	–	0.04%	171
2017 Q4	$106K	Buy	+1,278	New	+$107K	0.04%	174

Other funds holding VNQ

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

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

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

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

PCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Legacy Financial Advisors's VNQ Position: Q3 2022 in Review

Legacy Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 2,237 shares — an estimated $204K sold.

Legacy Financial Advisors first reported a position in VNQ in Q4 2017 and held it in 10 quarters. The position peaked at $260K in Q4 2021. 1,504 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Legacy Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Legacy Financial Advisors sold 2,237 Vanguard Real Estate ETF shares in Q3 2022, an estimated $204K.
Legacy Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 10 quarters.
Legacy Financial Advisors's Vanguard Real Estate ETF position peaked at $260K in Q4 2021.
1,504 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Legacy Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.