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LVW Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

LVW 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
2020
Q2 		– Sell
-101,601
Closed -$243K – 211
2020
Q1 		$243K Buy
+101,601
New +$8.92M 0.06% 137
2018
Q3 		– Sell
-5,858
Closed -$477K – 161
2018
Q2 		$477K Sell
5,858
-8,137
-58% -$630K 0.15% 90
2018
Q1 		$1.06M Buy
13,995
+1,312
+10% +$100K 0.33% 60
2017
Q4 		$1.05M Buy
12,683
+7,308
+136% +$612K 0.31% 62
2017
Q3 		$447K Buy
5,375
+72
+1% +$6.02K 0.18% 92
2017
Q2 		$441K Sell
5,303
-176
-3% -$14.7K 0.16% 82
2017
Q1 		$453K Buy
5,479
+1,594
+41% +$132K 0.16% 81
2016
Q4 		$321K Buy
3,885
+774
+25% +$63K 0.11% 101
2016
Q3 		$270K Sell
3,111
-52
-2% -$4.64K 0.09% 114
2016
Q2 		$280K Buy
+3,163
New +$266K 0.11% 107
2015
Q3 		– Sell
-4,687
Closed -$350K – 153
2015
Q2 		$350K Sell
4,687
-800
-15% -$63.9K 0.15% 93
2015
Q1 		$463K Sell
5,487
-111
-2% -$9.43K 0.22% 76
2014
Q4 		$453K Buy
+5,598
New +$439K 0.25% 80

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LVW Advisors's VNQ Position: Q2 2020 in Review

LVW Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 101,601 shares — an estimated $243K sold.

LVW Advisors first reported a position in VNQ in Q4 2014 and held it in 13 quarters. The position peaked at $1.06M in Q1 2018. 1,219 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

  • LVW Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • LVW Advisors sold 101,601 Vanguard Real Estate ETF shares in Q2 2020, an estimated $243K.
  • LVW Advisors first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 13 quarters.
  • LVW Advisors's Vanguard Real Estate ETF position peaked at $1.06M in Q1 2018.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on LVW Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.