Level Four Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Level Four Financial’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
2021 Q1	–	Sell	-3,733	Closed	-$317K	–	361
2020 Q4	$317K	Buy	+3,733	New	+$310K	0.14%	201

Other funds holding VNQ

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PCA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Level Four Financial's VNQ Position: Q1 2021 in Review

Level Four Financial sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 3,733 shares — an estimated $317K sold.

Level Four Financial first reported a position in VNQ in Q4 2020 and held it in 1 quarter. The position peaked at $317K in Q4 2020. 1,348 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

Level Four Financial reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
Level Four Financial sold 3,733 Vanguard Real Estate ETF shares in Q1 2021, an estimated $317K.
Level Four Financial first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 1 quarter.
Level Four Financial's Vanguard Real Estate ETF position peaked at $317K in Q4 2020.
1,348 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Level Four Financial's 13F filing for Q1 2021, filed 10 May 2021.