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MPS Loria Financial Planners’s Vanguard Real Estate ETF VNQ Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-31
Closed -$3K – 330
2017
Q2 		$3K Buy
+31
New +$2.58K ﹤0.01% 347

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MTWSIF
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EFS
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MPS Loria Financial Planners's VNQ Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Vanguard Real Estate ETF (VNQ) in Q3 2017, closing a stake of 31 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in VNQ in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 944 funds tracked by Wall St. Rank hold VNQ as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Vanguard Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 31 Vanguard Real Estate ETF shares in Q3 2017, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in Vanguard Real Estate ETF in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Vanguard Real Estate ETF position peaked at $3K in Q2 2017.
  • 944 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.