Market Street Wealth Management Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Market Street Wealth Management 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
2021 Q2	–	Sell	-4,083	Closed	-$375K	–	67
2021 Q1	$375K	Sell	4,083 -2,093	-34%	-$184K	0.22%	48
2020 Q4	$525K	Buy	6,176 +1	+0%	+$83	0.41%	33
2020 Q3	$488K	Buy	6,175 +2,612	+73%	+$210K	0.44%	33
2020 Q2	$280K	Sell	3,563 -67	-2%	-$5.08K	0.26%	42
2020 Q1	$254K	Buy	+3,630	New	+$319K	0.27%	40

Other funds holding VNQ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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 $52B AUM 24.53% 1-Year Est. Return

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

Market Street Wealth Management Advisors's VNQ Position: Q2 2021 in Review

Market Street Wealth Management Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 4,083 shares — an estimated $375K sold.

Market Street Wealth Management Advisors first reported a position in VNQ in Q1 2020 and held it in 5 quarters. The position peaked at $525K in Q4 2020. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

Market Street Wealth Management Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Market Street Wealth Management Advisors sold 4,083 Vanguard Real Estate ETF shares in Q2 2021, an estimated $375K.
Market Street Wealth Management Advisors first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 5 quarters.
Market Street Wealth Management Advisors's Vanguard Real Estate ETF position peaked at $525K in Q4 2020.
1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.