NFP
VNQ icon

Novak Financial Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Novak Financial Planning’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 		$2.25M Sell
22,117
-222
-1% -$22K 1.1% 28
2021
Q1 		$2.05M Sell
22,339
-272
-1% -$23.9K 1.13% 27
2020
Q4 		$1.92M Buy
+22,611
New +$1.88M 1.13% 27

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Novak Financial Planning's VNQ Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Real Estate ETF (VNQ) stake by 0.99% in Q2 2021, selling an estimated $22K and leaving 22,117 shares worth $2.25M. The position accounts for 1.1% of the portfolio, ranked #28.

Novak Financial Planning first reported a position in VNQ in Q4 2020 and has held it in 3 quarters since. 1,403 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

  • Novak Financial Planning held 22,117 shares of Vanguard Real Estate ETF worth $2.25M as of Q2 2021.
  • Novak Financial Planning sold 222 Vanguard Real Estate ETF shares in Q2 2021, an estimated $22K.
  • Vanguard Real Estate ETF made up 1.1% of Novak Financial Planning's portfolio in Q2 2021, its #28 holding.
  • Novak Financial Planning first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,403 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.