Personal Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Personal Wealth 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
2022 Q2	–	Sell	-3,355	Closed	-$364K	–	66
2022 Q1	$364K	Buy	3,355 +4	+0.1%	+$423	0.16%	58
2021 Q4	$389K	Buy	3,351 +7	+0.2%	+$765	0.16%	58
2021 Q3	$340K	Buy	3,344 +1,039	+45%	+$110K	0.14%	57
2021 Q2	$235K	Buy	+2,305	New	+$229K	0.09%	73
2020 Q2	–	Sell	-4,040	Closed	-$282K	–	69
2020 Q1	$282K	Hold	4,040	–	–	0.17%	48
2019 Q4	$375K	Sell	4,040 -158	-4%	-$14.6K	0.16%	47
2019 Q3	$391K	Hold	4,198	–	–	0.18%	48
2019 Q2	$367K	Sell	4,198 -605	-13%	-$53K	0.18%	42
2019 Q1	$417K	Hold	4,803	–	–	0.22%	40
2018 Q4	$358K	Buy	+4,803	New	+$378K	0.22%	29

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCA

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Personal Wealth Partners's VNQ Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 3,355 shares — an estimated $364K sold.

Personal Wealth Partners first reported a position in VNQ in Q4 2018 and held it in 10 quarters. The position peaked at $417K in Q1 2019. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

Personal Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 3,355 Vanguard Real Estate ETF shares in Q2 2022, an estimated $364K.
Personal Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 10 quarters.
Personal Wealth Partners's Vanguard Real Estate ETF position peaked at $417K in Q1 2019.
1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.