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

Private Wealth 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
2019 Q4	–	Sell	-4,774	Closed	-$445K	–	37
2019 Q3	$445K	Buy	+4,774	New	+$433K	0.4%	28
2019 Q2	–	Sell	-5,256	Closed	-$457K	–	27
2019 Q1	$457K	Buy	5,256 +1,706	+48%	+$141K	0.42%	26
2018 Q4	$265K	Sell	3,550 -36	-1%	-$2.84K	0.26%	21
2018 Q3	$289K	Sell	3,586 -3,733	-51%	-$307K	0.3%	21
2018 Q2	$596K	Buy	7,319 +3,769	+106%	+$292K	0.57%	23
2018 Q1	$268K	Hold	3,550	–	–	0.46%	19
2017 Q4	$295K	Buy	+3,550	New	+$298K	0.34%	22

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

PCA

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

Private Wealth Group's VNQ Position: Q4 2019 in Review

Private Wealth Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2019, closing a stake of 4,774 shares — an estimated $445K sold.

Private Wealth Group first reported a position in VNQ in Q4 2017 and held it in 7 quarters. The position peaked at $596K in Q2 2018. 1,384 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

Private Wealth Group reported no remaining Vanguard Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Private Wealth Group sold 4,774 Vanguard Real Estate ETF shares in Q4 2019, an estimated $445K.
Private Wealth Group first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 7 quarters.
Private Wealth Group's Vanguard Real Estate ETF position peaked at $596K in Q2 2018.
1,384 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on Private Wealth Group's 13F filing for Q4 2019, filed 21 Jan 2020.