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

Prestige Wealth Management 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
2020
Q1 		– Sell
-250
Closed -$23K – 1021
2019
Q4 		$23K Hold
250
– – 0.01% 277
2019
Q3 		$23K Buy
+250
New +$22.7K 0.01% 265

Other funds holding VNQ

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Prestige Wealth Management Group's VNQ Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2020, closing a stake of 250 shares — an estimated $23K sold.

Prestige Wealth Management Group first reported a position in VNQ in Q3 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 1,274 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining Vanguard Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 250 Vanguard Real Estate ETF shares in Q1 2020, an estimated $23K.
  • Prestige Wealth Management Group first reported a position in Vanguard Real Estate ETF in Q3 2019 and held it in 2 quarters.
  • Prestige Wealth Management Group's Vanguard Real Estate ETF position peaked at $23K in Q4 2019.
  • 1,274 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.