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

Nelson 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
2019 Q1	–	Sell	-600	Closed	-$45K	–	332
2018 Q4	$45K	Sell	600 -21	-3%	-$1.65K	0.01%	137
2018 Q3	$50K	Sell	621 -350	-36%	-$28.8K	0.01%	131
2018 Q2	$79K	Sell	971 -1,447	-60%	-$112K	0.02%	111
2018 Q1	$182K	Hold	2,418	–	–	0.05%	94
2017 Q4	$201K	Buy	2,418 +950	+65%	+$79.6K	0.06%	86
2017 Q3	$122K	Sell	1,468 -51	-3%	-$4.26K	0.04%	99
2017 Q2	$126K	Buy	1,519 +1,138	+299%	+$94.9K	0.04%	98
2017 Q1	$31K	Buy	381 +41	+12%	+$3.4K	0.01%	156
2016 Q4	$28K	Hold	340	–	–	0.01%	157
2016 Q3	$29K	Buy	+340	New	+$30.3K	0.01%	148

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Nelson Capital Management's VNQ Position: Q1 2019 in Review

Nelson Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2019, closing a stake of 600 shares — an estimated $45K sold.

Nelson Capital Management first reported a position in VNQ in Q3 2016 and held it in 10 quarters. The position peaked at $201K in Q4 2017. 1,175 funds tracked by Wall St. Rank hold VNQ as of Q1 2019.

Nelson Capital Management reported no remaining Vanguard Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Nelson Capital Management sold 600 Vanguard Real Estate ETF shares in Q1 2019, an estimated $45K.
Nelson Capital Management first reported a position in Vanguard Real Estate ETF in Q3 2016 and held it in 10 quarters.
Nelson Capital Management's Vanguard Real Estate ETF position peaked at $201K in Q4 2017.
1,175 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2019.

Based on Nelson Capital Management's 13F filing for Q1 2019, filed 9 May 2019.