Mattern Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Mattern 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
2022 Q1	–	Sell	-4,442	Closed	-$515K	–	180
2021 Q4	$515K	Hold	4,442	–	–	0.15%	109
2021 Q3	$452K	Hold	4,442	–	–	0.15%	114
2021 Q2	$468K	Buy	+4,442	New	+$441K	0.15%	116
2020 Q2	–	Sell	-6,809	Closed	-$476K	–	141
2020 Q1	$476K	Sell	6,809 -3,984	-37%	-$350K	0.34%	85
2019 Q4	$1M	Buy	+10,793	New	+$999K	0.6%	67

Other funds holding VNQ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mattern Wealth Management's VNQ Position: Q1 2022 in Review

Mattern Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 4,442 shares — an estimated $515K sold.

Mattern Wealth Management first reported a position in VNQ in Q4 2019 and held it in 5 quarters. The position peaked at $1M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Mattern Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Mattern Wealth Management sold 4,442 Vanguard Real Estate ETF shares in Q1 2022, an estimated $515K.
Mattern Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 5 quarters.
Mattern Wealth Management's Vanguard Real Estate ETF position peaked at $1M in Q4 2019.
1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.