NCM
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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

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Wells Fargo San Francisco, California $501B 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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return