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VNQ icon

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 – 881
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return