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Retirement Income Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Retirement Income Solutions’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
Q1 		– Sell
-4,632
Closed -$537K – 122
2021
Q4 		$537K Buy
+4,632
New +$506K 0.14% 63
2018
Q1 		– Sell
-2,515
Closed -$209K – 75
2017
Q4 		$209K Buy
+2,515
New +$211K 0.12% 68

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Retirement Income Solutions's VNQ Position: Q1 2022 in Review

Retirement Income Solutions sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 4,632 shares — an estimated $537K sold.

Retirement Income Solutions first reported a position in VNQ in Q4 2017 and held it in 2 quarters. The position peaked at $537K in Q4 2021. 1,640 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Retirement Income Solutions reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Income Solutions sold 4,632 Vanguard Real Estate ETF shares in Q1 2022, an estimated $537K.
  • Retirement Income Solutions first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • Retirement Income Solutions's Vanguard Real Estate ETF position peaked at $537K in Q4 2021.
  • 1,640 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Retirement Income Solutions's 13F filing for Q1 2022, filed 6 May 2022.