Polaris Wealth Advisory Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-607	Closed	-$49K	–	451
2018 Q3	$49K	Sell	607 -343	-36%	-$28.2K	﹤0.01%	248
2018 Q2	$72K	Sell	950 -182	-16%	-$14.1K	0.01%	121
2018 Q1	$85K	Buy	+1,132	New	+$86.6K	0.01%	179
2016 Q4	–	Sell	-334,559	Closed	-$29M	–	129
2016 Q3	$29M	Buy	334,559 +2,406	+0.7%	+$215K	3.47%	3
2016 Q2	$29.5M	Buy	332,153 +22,032	+7%	+$1.85M	4.57%	3
2016 Q1	$26M	Buy	+310,121	New	+$24.1M	4.06%	6

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

MTWSIF

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Polaris Wealth Advisory Group's VNQ Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2018, closing a stake of 607 shares — an estimated $49K sold.

Polaris Wealth Advisory Group first reported a position in VNQ in Q1 2016 and held it in 6 quarters. The position peaked at $29.5M in Q2 2016. 1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 607 Vanguard Real Estate ETF shares in Q4 2018, an estimated $49K.
Polaris Wealth Advisory Group first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 6 quarters.
Polaris Wealth Advisory Group's Vanguard Real Estate ETF position peaked at $29.5M in Q2 2016.
1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.