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Richwood Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Richwood Investment 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
Q2 		– Sell
-1,865
Closed -$202K – 117
2022
Q1 		$202K Hold
1,865
– – 0.18% 117
2021
Q4 		$216K Buy
+1,865
New +$204K 0.19% 104

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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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 $530B AUM 22.01% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Richwood Investment Advisors's VNQ Position: Q2 2022 in Review

Richwood Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 1,865 shares — an estimated $202K sold.

Richwood Investment Advisors first reported a position in VNQ in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • Richwood Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 1,865 Vanguard Real Estate ETF shares in Q2 2022, an estimated $202K.
  • Richwood Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Richwood Investment Advisors's Vanguard Real Estate ETF position peaked at $216K in Q4 2021.
  • 1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Richwood Investment Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.