PWG
VNQ icon

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 0.41% 28
2019
Q2 		– Sell
-5,256
Closed -$457K – 27
2019
Q1 		$457K Buy
5,256
+1,706
+48% +$141K 0.43% 26
2018
Q4 		$265K Sell
3,550
-36
-1% -$2.84K 0.27% 21
2018
Q3 		$289K Sell
3,586
-3,733
-51% -$307K 0.31% 21
2018
Q2 		$596K Buy
7,319
+3,769
+106% +$292K 0.59% 23
2018
Q1 		$268K Hold
3,550
– – 0.48% 19
2017
Q4 		$295K Buy
+3,550
New +$298K 0.34% 22

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $501B 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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return