McCarthy Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

McCarthy Asset 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 Q2	–	Sell	-398	Closed	-$43K	–	283
2022 Q1	$43K	Buy	398 +2	+0.5%	+$212	0.03%	91
2021 Q4	$46K	Buy	396 +3	+0.8%	+$328	0.03%	87
2021 Q3	$40K	Buy	393 +2	+0.5%	+$212	0.03%	95
2021 Q2	$40K	Buy	391 +2	+0.5%	+$198	0.03%	108
2021 Q1	$36K	Buy	389 +2	+0.5%	+$176	0.03%	110
2020 Q4	$33K	Buy	+387	New	+$32.1K	0.03%	113

Other funds holding VNQ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MTWSIF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

McCarthy Asset Management's VNQ Position: Q2 2022 in Review

McCarthy Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 398 shares — an estimated $43K sold.

McCarthy Asset Management first reported a position in VNQ in Q4 2020 and held it in 6 quarters. The position peaked at $46K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

McCarthy Asset Management reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 398 Vanguard Real Estate ETF shares in Q2 2022, an estimated $43K.
McCarthy Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Vanguard Real Estate ETF position peaked at $46K in Q4 2021.
1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.