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

MBE 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
2021
Q2 		– Sell
-2,241
Closed -$206K – 67
2021
Q1 		$206K Buy
+2,241
New +$197K 0.11% 57
2020
Q2 		– Sell
-3,261
Closed -$227K – 503
2020
Q1 		$227K Buy
3,261
+691
+27% +$60.7K 0.22% 31
2019
Q4 		$238K Buy
+2,570
New +$238K 0.24% 36

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MBE Wealth Management's VNQ Position: Q2 2021 in Review

MBE Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 2,241 shares — an estimated $206K sold.

MBE Wealth Management first reported a position in VNQ in Q4 2019 and held it in 3 quarters. The position peaked at $238K in Q4 2019. 1,403 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

  • MBE Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • MBE Wealth Management sold 2,241 Vanguard Real Estate ETF shares in Q2 2021, an estimated $206K.
  • MBE Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • MBE Wealth Management's Vanguard Real Estate ETF position peaked at $238K in Q4 2019.
  • 1,403 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on MBE Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.