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Planned Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Planned Solutions’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
2021
Q1 		– Sell
-403
Closed -$34K – 396
2020
Q4 		$34K Hold
403
– – 0.03% 244
2020
Q3 		$32K Buy
+403
New +$32.4K 0.03% 190

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's VNQ Position: Q1 2021 in Review

Planned Solutions sold out of Vanguard Real Estate ETF (VNQ) in Q1 2021, closing a stake of 403 shares — an estimated $34K sold.

Planned Solutions first reported a position in VNQ in Q3 2020 and held it in 2 quarters. The position peaked at $34K in Q4 2020. 1,348 funds tracked by Wall St. Rank hold VNQ as of Q1 2021.

  • Planned Solutions reported no remaining Vanguard Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 403 Vanguard Real Estate ETF shares in Q1 2021, an estimated $34K.
  • Planned Solutions first reported a position in Vanguard Real Estate ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's Vanguard Real Estate ETF position peaked at $34K in Q4 2020.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.