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MV Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

MV Capital 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
2020
Q3 		– Sell
-2,513
Closed -$197K – 287
2020
Q2 		$197K Sell
2,513
-14,517
-85% -$1.1M 0.05% 95
2020
Q1 		$1.19M Sell
17,030
-924
-5% -$81.2K 0.31% 36
2019
Q4 		$1.67M Sell
17,954
-81
-0.4% -$7.5K 0.36% 37
2019
Q3 		$1.68M Sell
18,035
-286
-2% -$26K 0.38% 37
2019
Q2 		$1.6M Sell
18,321
-3,477
-16% -$304K 0.37% 37
2019
Q1 		$1.89M Sell
21,798
-28,422
-57% -$2.35M 0.46% 35
2018
Q4 		$3.75M Sell
50,220
-10,877
-18% -$857K 1.05% 20
2018
Q3 		$4.93M Buy
61,097
+150
+0.2% +$12.4K 1.23% 19
2018
Q2 		$4.96M Sell
60,947
-9,509
-13% -$737K 1.29% 18
2018
Q1 		$5.32M Sell
70,456
-1,581
-2% -$121K 1.41% 17
2017
Q4 		$5.98M Buy
72,037
+983
+1% +$82.4K 1.63% 13
2017
Q3 		$5.9M Sell
71,054
-2,392
-3% -$200K 1.66% 12
2017
Q2 		$6.11M Buy
73,446
+3,042
+4% +$254K 1.81% 12
2017
Q1 		$5.82M Buy
70,404
+2,456
+4% +$204K 1.83% 12
2016
Q4 		$5.61M Sell
67,948
-3,447
-5% -$281K 2.02% 11
2016
Q3 		$6.19M Sell
71,395
-318
-0.4% -$28.4K 2.25% 12
2016
Q2 		$6.36M Buy
71,713
+34,221
+91% +$2.88M 2.31% 12
2016
Q1 		$3.14M Sell
37,492
-3,529
-9% -$275K 1.27% 14
2015
Q4 		$3.27M Buy
41,021
+25,878
+171% +$2.05M 1.29% 21
2015
Q3 		$1.14M Buy
+15,143
New +$1.16M 0.52% 33
2015
Q2 		– Sell
-227
Closed -$19K – 444
2015
Q1 		$19K Hold
227
– – 0.01% 242
2014
Q4 		$18K Buy
+227
New +$17.8K 0.01% 240

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MV Capital Management's VNQ Position: Q3 2020 in Review

MV Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 2,513 shares — an estimated $197K sold.

MV Capital Management first reported a position in VNQ in Q4 2014 and held it in 22 quarters. The position peaked at $6.36M in Q2 2016. 1,198 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • MV Capital Management reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • MV Capital Management sold 2,513 Vanguard Real Estate ETF shares in Q3 2020, an estimated $197K.
  • MV Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 22 quarters.
  • MV Capital Management's Vanguard Real Estate ETF position peaked at $6.36M in Q2 2016.
  • 1,198 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on MV Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.