Meridian Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Meridian Wealth Partners’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	-356	Closed	-$33K	–	1230
2021 Q1	$33K	Buy	356 +1	+0.3%	+$88	0.01%	206
2020 Q4	$30K	Buy	355 +1	+0.3%	+$83	0.01%	177
2020 Q3	$28K	Hold	354	–	–	0.01%	173
2020 Q2	$28K	Sell	354 -163	-32%	-$12.4K	0.02%	168
2020 Q1	$36K	Buy	517 +1	+0.2%	+$88	0.02%	141
2019 Q4	$48K	Buy	+516	New	+$47.8K	0.03%	137

Other funds holding VNQ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

Meridian Wealth Partners's VNQ Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 356 shares — an estimated $33K sold.

Meridian Wealth Partners first reported a position in VNQ in Q4 2019 and held it in 6 quarters. The position peaked at $48K in Q4 2019. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

Meridian Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 356 Vanguard Real Estate ETF shares in Q2 2021, an estimated $33K.
Meridian Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's Vanguard Real Estate ETF position peaked at $48K in Q4 2019.
1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.