RFM
VNQ icon

Royal Fund Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Royal Fund Management’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
2020
Q2 		– Sell
-244
Closed -$17K – 564
2020
Q1 		$17K Hold
244
– – 0.01% 315
2019
Q4 		$22K Hold
244
– – 0.01% 328
2019
Q3 		$22K Hold
244
– – 0.01% 315
2019
Q2 		$21K Sell
244
-258
-51% -$22.6K 0.01% 318
2019
Q1 		$43K Sell
502
-2
-0.4% -$165 0.01% 222
2018
Q4 		$37K Sell
504
-63
-11% -$4.96K 0.02% 214
2018
Q3 		$45K Buy
567
+71
+14% +$5.85K 0.01% 198
2018
Q2 		$40K Buy
496
+141
+40% +$10.9K 0.01% 218
2018
Q1 		$26K Buy
355
+39
+12% +$2.98K 0.01% 255
2017
Q4 		$26K Buy
316
+205
+185% +$17.2K 0.01% 266
2017
Q3 		$9K Hold
111
– – ﹤0.01% 315
2017
Q2 		$9K Sell
111
-25,617
-100% -$2.14M ﹤0.01% 282
2017
Q1 		$2.12M Buy
25,728
+17,114
+199% +$1.42M 1.03% 26
2016
Q4 		$710K Buy
+8,614
New +$702K 0.39% 31

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return