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

Patriot 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
2017
Q4 		– Sell
-3,388
Closed -$282K – 95
2017
Q3 		$282K Buy
+3,388
New +$283K 0.05% 74

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Patriot Wealth Management's VNQ Position: Q4 2017 in Review

Patriot Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2017, closing a stake of 3,388 shares — an estimated $282K sold.

Patriot Wealth Management first reported a position in VNQ in Q3 2017 and held it in 1 quarter. The position peaked at $282K in Q3 2017. 1,047 funds tracked by Wall St. Rank hold VNQ as of Q4 2017.

  • Patriot Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 3,388 Vanguard Real Estate ETF shares in Q4 2017, an estimated $282K.
  • Patriot Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2017 and held it in 1 quarter.
  • Patriot Wealth Management's Vanguard Real Estate ETF position peaked at $282K in Q3 2017.
  • 1,047 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2017.

Based on Patriot Wealth Management's 13F filing for Q4 2017, filed 10 Jan 2018.