Nachman Norwood & Parrott’s Vanguard Real Estate ETF VNQ Stock Holding History

Nachman Norwood & Parrott’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	$3.55M	Buy	34,871 +4,424	+15%	+$439K	0.36%	52
2021 Q1	$2.8M	Sell	30,447 -122	-0.4%	-$10.7K	0.31%	70
2020 Q4	$2.6M	Buy	30,569 +311	+1%	+$25.8K	0.3%	69
2020 Q3	$2.39M	Sell	30,258 -3,151	-9%	-$253K	0.32%	67
2020 Q2	$2.62M	Sell	33,409 -4,059	-11%	-$308K	0.43%	51
2020 Q1	$2.62M	Sell	37,468 -3,720	-9%	-$327K	0.53%	41
2019 Q4	$3.82M	Sell	41,188 -2,168	-5%	-$201K	0.63%	29
2019 Q3	$4.04M	Sell	43,356 -375	-0.9%	-$34K	0.72%	25
2019 Q2	$3.82M	Sell	43,731 -3,775	-8%	-$330K	0.69%	27
2019 Q1	$4.16M	Sell	47,506 -9,330	-16%	-$771K	0.78%	22
2018 Q4	$4.24M	Buy	+56,836	New	+$4.48M	0.88%	19

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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 Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Nachman Norwood & Parrott's VNQ Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Vanguard Real Estate ETF (VNQ) stake by 15% in Q2 2021, buying an estimated $439K and bringing the position to 34,871 shares worth $3.55M. The position accounts for 0.36% of the portfolio, ranked #52.

Nachman Norwood & Parrott first reported a position in VNQ in Q4 2018 and has held it in 11 quarters since. The position peaked at $4.24M in Q4 2018. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

Nachman Norwood & Parrott held 34,871 shares of Vanguard Real Estate ETF worth $3.55M as of Q2 2021.
Nachman Norwood & Parrott bought 4,424 Vanguard Real Estate ETF shares in Q2 2021, an estimated $439K.
Vanguard Real Estate ETF made up 0.36% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #52 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's Vanguard Real Estate ETF position peaked at $4.24M in Q4 2018.
1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.