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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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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.