MHB
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Midwest Heritage Bank’s Vanguard Real Estate ETF VNQ Stock Holding History

Midwest Heritage Bank’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
-2,258
Closed -$245K – 73
2022
Q1 		$245K Sell
2,258
-923
-29% -$97.7K 0.19% 54
2021
Q4 		$369K Buy
+3,181
New +$347K 0.36% 42

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MTWSIF
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Midwest Heritage Bank's VNQ Position: Q2 2022 in Review

Midwest Heritage Bank sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 2,258 shares — an estimated $245K sold.

Midwest Heritage Bank first reported a position in VNQ in Q4 2021 and held it in 2 quarters. The position peaked at $369K in Q4 2021. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Midwest Heritage Bank reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Midwest Heritage Bank sold 2,258 Vanguard Real Estate ETF shares in Q2 2022, an estimated $245K.
  • Midwest Heritage Bank first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Midwest Heritage Bank's Vanguard Real Estate ETF position peaked at $369K in Q4 2021.
  • 1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Midwest Heritage Bank's 13F filing for Q2 2022, filed 13 Jul 2022.