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

Prentice 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
2021 Q4	–	Sell	-123	Closed	-$13K	–	301
2021 Q3	$13K	Hold	123	–	–	0.01%	240
2021 Q2	$13K	Buy	123 +3	+3%	+$298	0.01%	237
2021 Q1	$11K	Buy	+120	New	+$10.5K	0.01%	247

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Prentice Wealth Management's VNQ Position: Q4 2021 in Review

Prentice Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2021, closing a stake of 123 shares — an estimated $13K sold.

Prentice Wealth Management first reported a position in VNQ in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q3 2021. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

Prentice Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Prentice Wealth Management sold 123 Vanguard Real Estate ETF shares in Q4 2021, an estimated $13K.
Prentice Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 3 quarters.
Prentice Wealth Management's Vanguard Real Estate ETF position peaked at $13K in Q3 2021.
1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.