Private Vista’s Vanguard Real Estate ETF VNQ Stock Holding History

Private Vista’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	-2,514	Closed	-$203K	–	160
2018 Q3	$203K	Sell	2,514 -5	-0.2%	-$412	0.04%	143
2018 Q2	$205K	Sell	2,519 -1,820	-42%	-$141K	0.05%	145
2018 Q1	$327K	Buy	+4,339	New	+$332K	0.1%	94

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

Private Vista's VNQ Position: Q4 2018 in Review

Private Vista sold out of Vanguard Real Estate ETF (VNQ) in Q4 2018, closing a stake of 2,514 shares — an estimated $203K sold.

Private Vista first reported a position in VNQ in Q1 2018 and held it in 3 quarters. The position peaked at $327K in Q1 2018. 1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

Private Vista reported no remaining Vanguard Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Private Vista sold 2,514 Vanguard Real Estate ETF shares in Q4 2018, an estimated $203K.
Private Vista first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 3 quarters.
Private Vista's Vanguard Real Estate ETF position peaked at $327K in Q1 2018.
1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on Private Vista's 13F filing for Q4 2018, filed 29 Jan 2019.