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Naviter Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Naviter Wealth’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
Q1 		– Sell
-2,295
Closed -$266K – 103
2021
Q4 		$266K Buy
+2,295
New +$251K 0.08% 92

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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 $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Naviter Wealth's VNQ Position: Q1 2022 in Review

Naviter Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 2,295 shares — an estimated $266K sold.

Naviter Wealth first reported a position in VNQ in Q4 2021 and held it in 1 quarter. The position peaked at $266K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Naviter Wealth reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Naviter Wealth sold 2,295 Vanguard Real Estate ETF shares in Q1 2022, an estimated $266K.
  • Naviter Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Naviter Wealth's Vanguard Real Estate ETF position peaked at $266K in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Naviter Wealth's 13F filing for Q1 2022, filed 21 Apr 2022.