Leonard Rickey Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Leonard Rickey Investment 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	-3,062	Closed	-$279K	–	66
2022 Q2	$279K	Sell	3,062 -59	-2%	-$5.88K	0.12%	51
2022 Q1	$338K	Sell	3,121 -762	-20%	-$80.6K	0.13%	52
2021 Q4	$450K	Buy	3,883 +590	+18%	+$64.4K	0.16%	46
2021 Q3	$335K	Buy	3,293 +1,017	+45%	+$108K	0.14%	51
2021 Q2	$239K	Buy	+2,276	New	+$226K	0.1%	62
2020 Q3	–	Sell	-3,537	Closed	-$278K	–	74
2020 Q2	$278K	Buy	3,537 +99	+3%	+$7.5K	0.18%	47
2020 Q1	$240K	Sell	3,438 -1,323	-28%	-$116K	0.19%	49
2019 Q4	$442K	Buy	4,761 +998	+27%	+$92.4K	0.27%	38
2019 Q3	$351K	Buy	3,763 +397	+12%	+$36K	0.23%	44
2019 Q2	$294K	Buy	+3,366	New	+$295K	0.2%	50

Other funds holding VNQ

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

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

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

Wells Fargo San Francisco, California $530B 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Leonard Rickey Investment Advisors's VNQ Position: Q3 2022 in Review

Leonard Rickey Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 3,062 shares — an estimated $279K sold.

Leonard Rickey Investment Advisors first reported a position in VNQ in Q2 2019 and held it in 10 quarters. The position peaked at $450K in Q4 2021. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

Leonard Rickey Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 3,062 Vanguard Real Estate ETF shares in Q3 2022, an estimated $279K.
Leonard Rickey Investment Advisors first reported a position in Vanguard Real Estate ETF in Q2 2019 and held it in 10 quarters.
Leonard Rickey Investment Advisors's Vanguard Real Estate ETF position peaked at $450K in Q4 2021.
1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.