Old Mission Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Old Mission Capital’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
2023 Q2	–	Sell	-93,264	Closed	-$7.74M	–	1552
2023 Q1	$7.74M	Buy	93,264 +77,710	+500%	+$6.68M	0.24%	100
2022 Q4	$1.28M	Buy	+15,554	New	+$1.29M	0.06%	423
2022 Q2	–	Sell	-10,620	Closed	-$1.15M	–	1823
2022 Q1	$1.15M	Buy	+10,620	New	+$1.12M	0.03%	444
2020 Q1	–	Sell	-15,050	Closed	-$1.4M	–	508
2019 Q4	$1.4M	Buy	15,050 +1,580	+12%	+$146K	0.11%	131
2019 Q3	$1.26M	Buy	+13,470	New	+$1.22M	0.16%	88
2019 Q1	–	Sell	-2,800	Closed	-$209K	–	354
2018 Q4	$209K	Buy	+2,800	New	+$221K	0.02%	263
2017 Q2	–	Sell	-4,509	Closed	-$372K	–	381
2017 Q1	$372K	Buy	+4,509	New	+$374K	0.04%	228

Other funds holding VNQ

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return