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PYA Waltman Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

PYA Waltman Capital’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
Q3 		– Sell
-213
Closed -$19K – 212
2022
Q2 		$19K Buy
+213
New +$21.2K 0.01% 133

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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 $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PYA Waltman Capital's VNQ Position: Q3 2022 in Review

PYA Waltman Capital sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 213 shares — an estimated $19K sold.

PYA Waltman Capital first reported a position in VNQ in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • PYA Waltman Capital reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 213 Vanguard Real Estate ETF shares in Q3 2022, an estimated $19K.
  • PYA Waltman Capital first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • PYA Waltman Capital's Vanguard Real Estate ETF position peaked at $19K in Q2 2022.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on PYA Waltman Capital's 13F filing for Q3 2022, filed 4 Nov 2022.