Leicht Financial Planning & Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-7,007	Closed	-$485K	–	61
2020 Q1	$485K	Sell	7,007 -17,790	-72%	-$1.56M	0.47%	32
2019 Q4	$2.3M	Sell	24,797 -24,554	-50%	-$2.27M	2.09%	15
2019 Q3	$4.6M	Buy	49,351 +12,999	+36%	+$1.18M	4.4%	9
2019 Q2	$3.18M	Buy	36,352 +14,661	+68%	+$1.28M	3.11%	14
2019 Q1	$1.89M	Buy	21,691 +7,898	+57%	+$652K	1.94%	17
2018 Q4	$1.03M	Sell	13,793 -288	-2%	-$22.7K	1.35%	23
2018 Q3	$1.13M	Buy	+14,081	New	+$1.16M	1.35%	25

Other funds holding VNQ

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

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

MTWSIF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $45.6B AUM 18.83% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management's VNQ Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 7,007 shares — an estimated $485K sold.

Leicht Financial Planning & Wealth Management first reported a position in VNQ in Q3 2018 and held it in 7 quarters. The position peaked at $4.6M in Q3 2019. 1,218 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 7,007 Vanguard Real Estate ETF shares in Q2 2020, an estimated $485K.
Leicht Financial Planning & Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 7 quarters.
Leicht Financial Planning & Wealth Management's Vanguard Real Estate ETF position peaked at $4.6M in Q3 2019.
1,218 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.