Noesis Capital Mangement’s Vanguard Real Estate ETF VNQ Stock Holding History

Noesis Capital Mangement’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 Q4	–	Sell	-4,078	Closed	-$415K	–	140
2021 Q3	$415K	Sell	4,078 -44	-1%	-$4.67K	0.08%	76
2021 Q2	$434K	Hold	4,122	–	–	0.09%	67
2021 Q1	$379K	Buy	4,122 +400	+11%	+$35.2K	0.09%	73
2020 Q4	$316K	Hold	3,722	–	–	0.08%	75
2020 Q3	$294K	Hold	3,722	–	–	0.08%	77
2020 Q2	$292K	Buy	3,722 +25	+0.7%	+$1.9K	0.09%	80
2020 Q1	$258K	Hold	3,697	–	–	0.1%	83
2019 Q4	$343K	Buy	+3,697	New	+$342K	0.1%	82

Other funds holding VNQ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Noesis Capital Mangement's VNQ Position: Q4 2021 in Review

Noesis Capital Mangement sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 4,078 shares — an estimated $415K sold.

Noesis Capital Mangement first reported a position in VNQ in Q4 2019 and held it in 8 quarters. The position peaked at $434K in Q2 2021. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

Noesis Capital Mangement reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Noesis Capital Mangement sold 4,078 Vanguard Real Estate ETF shares in Q4 2021, an estimated $415K.
Noesis Capital Mangement first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 8 quarters.
Noesis Capital Mangement's Vanguard Real Estate ETF position peaked at $434K in Q2 2021.
1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Noesis Capital Mangement's 13F filing for Q4 2021, filed 3 Feb 2022.