Matthew Goff Investment Advisor’s Vanguard Real Estate ETF VNQ Stock Holding History

Matthew Goff Investment Advisor’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	-1,814	Closed	-$210K	–	87
2021 Q4	$210K	Buy	+1,814	New	+$198K	0.05%	84
2021 Q2	–	Sell	-27,114	Closed	-$2.49M	–	91
2021 Q1	$2.49M	Buy	+27,114	New	+$2.38M	0.7%	34

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

Matthew Goff Investment Advisor's VNQ Position: Q1 2022 in Review

Matthew Goff Investment Advisor sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 1,814 shares — an estimated $210K sold.

Matthew Goff Investment Advisor first reported a position in VNQ in Q1 2021 and held it in 2 quarters. The position peaked at $2.49M in Q1 2021. 1,642 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Matthew Goff Investment Advisor reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Matthew Goff Investment Advisor sold 1,814 Vanguard Real Estate ETF shares in Q1 2022, an estimated $210K.
Matthew Goff Investment Advisor first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 2 quarters.
Matthew Goff Investment Advisor's Vanguard Real Estate ETF position peaked at $2.49M in Q1 2021.
1,642 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Matthew Goff Investment Advisor's 13F filing for Q1 2022, filed 19 Apr 2022.