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

Quattro 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
2021
Q3 		– Sell
-2,471
Closed -$260K – 109
2021
Q2 		$260K Sell
2,471
-106
-4% -$10.5K 0.07% 86
2021
Q1 		$248K Sell
2,577
-17,321
-87% -$1.52M 0.06% 89
2020
Q4 		$1.68M Sell
19,898
-62
-0.3% -$5.14K 0.44% 33
2020
Q3 		$1.62M Buy
19,960
+2,285
+13% +$183K 0.39% 38
2020
Q2 		$1.36M Buy
17,675
+3,031
+21% +$230K 0.36% 33
2020
Q1 		$982K Buy
14,644
+12,555
+601% +$1.1M 0.36% 31
2019
Q4 		$194K Buy
+2,089
New +$193K 0.06% 48
2019
Q3 		– Sell
-2,089
Closed -$186K – 85
2019
Q2 		$186K Buy
+2,089
New +$183K 0.06% 56
2018
Q4 		– Sell
-230
Closed -$18.3K – 98
2018
Q3 		$18.3K Hold
230
– – 0.01% 78
2018
Q2 		$19K Sell
230
-2,204
-91% -$171K 0.01% 64
2018
Q1 		$184K Sell
2,434
-2,429
-50% -$186K 0.07% 47
2017
Q4 		$386K Sell
4,863
-3,742
-43% -$314K 0.11% 51
2017
Q3 		$717K Sell
8,605
-26,415
-75% -$2.21M 0.21% 56
2017
Q2 		$2.92M Sell
35,020
-67,822
-66% -$5.66M 1.19% 29
2017
Q1 		$8.48M Buy
+102,842
New +$8.53M 4.26% 7

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Quattro Financial Advisors's VNQ Position: Q3 2021 in Review

Quattro Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2021, closing a stake of 2,471 shares — an estimated $260K sold.

Quattro Financial Advisors first reported a position in VNQ in Q1 2017 and held it in 15 quarters. The position peaked at $8.48M in Q1 2017. 1,438 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

  • Quattro Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Quattro Financial Advisors sold 2,471 Vanguard Real Estate ETF shares in Q3 2021, an estimated $260K.
  • Quattro Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2017 and held it in 15 quarters.
  • Quattro Financial Advisors's Vanguard Real Estate ETF position peaked at $8.48M in Q1 2017.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on Quattro Financial Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.