PagnatoKarp Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

PagnatoKarp Partners’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
2020 Q1	–	Sell	-2,616	Closed	-$243K	–	190
2019 Q4	$243K	Buy	2,616 +10	+0.4%	+$926	0.04%	165
2019 Q3	$243K	Sell	2,606 -8,222	-76%	-$746K	0.05%	165
2019 Q2	$955K	Buy	+10,828	New	+$948K	0.2%	61
2019 Q1	–	Sell	-3,877	Closed	-$289K	–	198
2018 Q4	$289K	Buy	3,877 +1,262	+48%	+$99.4K	0.06%	115
2018 Q3	$211K	Sell	2,615 -205	-7%	-$16.9K	0.06%	159
2018 Q2	$230K	Buy	+2,820	New	+$218K	0.07%	133
2018 Q1	–	Sell	-8,659	Closed	-$719K	–	150
2017 Q4	$719K	Sell	8,659 -29,892	-78%	-$2.51M	0.21%	68
2017 Q3	$3.2M	Buy	38,551 +525	+1%	+$43.9K	0.81%	22
2017 Q2	$3.17M	Buy	38,026 +902	+2%	+$75.2K	0.95%	20
2017 Q1	$3.07M	Sell	37,124 -23,231	-38%	-$1.93M	0.89%	20
2016 Q4	$4.98M	Buy	+60,355	New	+$4.92M	1.49%	19

Other funds holding VNQ

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

PCA

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

PagnatoKarp Partners's VNQ Position: Q1 2020 in Review

PagnatoKarp Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 2,616 shares — an estimated $243K sold.

PagnatoKarp Partners first reported a position in VNQ in Q4 2016 and held it in 11 quarters. The position peaked at $4.98M in Q4 2016. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

PagnatoKarp Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
PagnatoKarp Partners sold 2,616 Vanguard Real Estate ETF shares in Q1 2020, an estimated $243K.
PagnatoKarp Partners first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 11 quarters.
PagnatoKarp Partners's Vanguard Real Estate ETF position peaked at $4.98M in Q4 2016.
1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on PagnatoKarp Partners's 13F filing for Q1 2020, filed 16 Apr 2020.