Private Capital Management (Florida)’s Vanguard Real Estate ETF VNQ Stock Holding History

Private Capital Management (Florida)’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
2023 Q1	–	Sell	-2,450	Closed	-$202K	–	148
2022 Q4	$202K	Buy	+2,450	New	+$203K	0.03%	116
2022 Q3	–	Sell	-2,525	Closed	-$230K	–	156
2022 Q2	$230K	Sell	2,525 -4	-0.2%	-$399	0.04%	94
2022 Q1	$274K	Buy	+2,529	New	+$268K	0.04%	77

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Capital Management (Florida)'s VNQ Position: Q1 2023 in Review

Private Capital Management (Florida) sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 2,450 shares — an estimated $202K sold.

Private Capital Management (Florida) first reported a position in VNQ in Q1 2022 and held it in 3 quarters. The position peaked at $274K in Q1 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

Private Capital Management (Florida) reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Private Capital Management (Florida) sold 2,450 Vanguard Real Estate ETF shares in Q1 2023, an estimated $202K.
Private Capital Management (Florida) first reported a position in Vanguard Real Estate ETF in Q1 2022 and held it in 3 quarters.
Private Capital Management (Florida)'s Vanguard Real Estate ETF position peaked at $274K in Q1 2022.
1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2023, filed 15 May 2023.