Professional Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Professional Financial Advisors’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
2022 Q4	–	Sell	-100	Closed	-$8K	–	451
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	316
2022 Q2	$9K	Sell	100 -45	-31%	-$4.49K	0.01%	310
2022 Q1	$16K	Sell	145 -5,460	-97%	-$578K	0.01%	263
2021 Q4	$650K	Buy	5,605 +1,338	+31%	+$146K	0.28%	60
2021 Q3	$434K	Buy	4,267 +562	+15%	+$59.6K	0.25%	55
2021 Q2	$379K	Buy	+3,705	New	+$367K	0.21%	59
2021 Q1	–	Sell	-61	Closed	-$5K	–	409
2020 Q4	$5K	Hold	61	–	–	﹤0.01%	291
2020 Q3	$5K	Buy	+61	New	+$4.9K	﹤0.01%	276
2020 Q1	–	Sell	-12,791	Closed	-$1.19M	–	79
2019 Q4	$1.19M	Buy	+12,791	New	+$1.18M	1.13%	27

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Professional Financial Advisors's VNQ Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 100 shares — an estimated $8K sold.

Professional Financial Advisors first reported a position in VNQ in Q4 2019 and held it in 9 quarters. The position peaked at $1.19M in Q4 2019. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 100 Vanguard Real Estate ETF shares in Q4 2022, an estimated $8K.
Professional Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 9 quarters.
Professional Financial Advisors's Vanguard Real Estate ETF position peaked at $1.19M in Q4 2019.
1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.