OptiFour Integrated Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

OptiFour Integrated Wealth 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 Q4	$217K	Sell	2,342 -216	-8%	-$20K	0.15%	68
2019 Q3	$239K	Sell	2,558 -830	-24%	-$75.3K	0.17%	65
2019 Q2	$296K	Hold	3,388	–	–	0.21%	58
2019 Q1	$294K	Sell	3,388 -588	-15%	-$48.6K	0.24%	37
2018 Q4	$296K	Sell	3,976 -1,890	-32%	-$149K	0.27%	38
2018 Q3	$473K	Sell	5,866 -880	-13%	-$72.5K	0.39%	34
2018 Q2	$549K	Sell	6,746 -637	-9%	-$49.4K	0.47%	23
2018 Q1	$557K	Sell	7,383 -10	-0.1%	-$765	0.47%	27
2017 Q4	$613K	Buy	+7,393	New	+$620K	0.51%	27

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

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

OptiFour Integrated Wealth Management's VNQ Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 8.4% in Q4 2019, selling an estimated $20K and leaving 2,342 shares worth $217K. The position accounts for 0.15% of the portfolio, ranked #68.

OptiFour Integrated Wealth Management first reported a position in VNQ in Q4 2017 and has held it in 9 quarters since. The position peaked at $613K in Q4 2017. 1,384 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

OptiFour Integrated Wealth Management held 2,342 shares of Vanguard Real Estate ETF worth $217K as of Q4 2019.
OptiFour Integrated Wealth Management sold 216 Vanguard Real Estate ETF shares in Q4 2019, an estimated $20K.
Vanguard Real Estate ETF made up 0.15% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #68 holding.
OptiFour Integrated Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Vanguard Real Estate ETF position peaked at $613K in Q4 2017.
1,384 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.