Meitav Investment House’s Vanguard Real Estate ETF VNQ Stock Holding History

Meitav Investment House’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
2024 Q1	–	Sell	-13,506	Closed	-$1.19M	–	352
2023 Q4	$1.19M	Hold	13,506	–	–	0.02%	188
2023 Q3	$1.02M	Sell	13,506 -30,627	-69%	-$2.53M	0.02%	204
2023 Q2	$3.69M	Buy	44,133 +84	+0.2%	+$6.88K	0.06%	143
2023 Q1	$3.7M	Buy	44,049 +263	+0.6%	+$22.6K	0.06%	152
2022 Q4	$3.64M	Buy	43,786 +474	+1%	+$39.3K	0.06%	158
2022 Q3	$3.44M	Hold	43,312	–	–	0.06%	156
2022 Q2	$3.95M	Buy	43,312 +41,102	+1,860%	+$4.1M	0.07%	155
2022 Q1	$240K	Sell	2,210 -360	-14%	-$38.1K	﹤0.01%	357
2021 Q4	$298K	Buy	2,570 +321	+14%	+$35.1K	﹤0.01%	344
2021 Q3	$229K	Buy	2,249 +39	+2%	+$4.14K	﹤0.01%	374
2021 Q2	$225K	Hold	2,210	–	–	0.01%	385
2021 Q1	$203K	Buy	+2,210	New	+$194K	0.01%	359

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Meitav Investment House's VNQ Position: Q1 2024 in Review

Meitav Investment House sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 13,506 shares — an estimated $1.19M sold.

Meitav Investment House first reported a position in VNQ in Q1 2021 and held it in 12 quarters. The position peaked at $3.95M in Q2 2022. 1,635 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

Meitav Investment House reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 13,506 Vanguard Real Estate ETF shares in Q1 2024, an estimated $1.19M.
Meitav Investment House first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 12 quarters.
Meitav Investment House's Vanguard Real Estate ETF position peaked at $3.95M in Q2 2022.
1,635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.