NFG
VNQ icon

Noven Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Noven Financial Group’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
2016
Q4 		– Sell
-4,991
Closed -$438K – 38
2016
Q3 		$438K Buy
4,991
+2,496
+100% +$223K 0.15% 32
2016
Q2 		$221K Buy
2,495
+2
+0.1% +$168 0.15% 35
2016
Q1 		$209K Buy
+2,493
New +$194K 0.15% 37
2015
Q4 		– Sell
-3,382
Closed -$256K – 49
2015
Q3 		$256K Buy
3,382
+225
+7% +$17.3K 0.21% 31
2015
Q2 		$236K Buy
3,157
+27
+0.9% +$2.16K 0.17% 35
2015
Q1 		$264K Buy
3,130
+1
+0% +$85 0.19% 32
2014
Q4 		$253K Buy
3,129
+2
+0.1% +$157 0.19% 33
2014
Q3 		$225K Buy
3,127
+1
+0% +$75 0.16% 33
2014
Q2 		$234K Buy
3,126
+31
+1% +$2.28K 0.17% 34
2014
Q1 		$219K Buy
+3,095
New +$212K 0.17% 31

Other funds holding VNQ

Wells Fargo
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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return