PFA
VNQ icon

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

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return